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Fortis Group Advisors’s NVIDIA NVDA Stock Holding History

Fortis Group Advisors’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.1M Sell
25,503
-3,536
-12% -$727K 0.82% 29
2026
Q1 		$5.69M Sell
29,039
-350
-1% -$64.2K 0.94% 24
2025
Q4 		$5.6M Buy
29,389
+746
+3% +$139K 0.94% 20
2025
Q3 		$5.73M Sell
28,643
-74
-0.3% -$12.9K 0.99% 21
2025
Q2 		$5.02M Buy
28,717
+1,513
+6% +$190K 0.91% 27
2025
Q1 		$2.95M Sell
27,204
-1,079
-4% -$137K 0.57% 53
2024
Q4 		$3.8M Buy
28,283
+12,167
+75% +$1.68M 0.71% 44
2024
Q3 		$1.96M Buy
16,116
+477
+3% +$56.3K 0.36% 62
2024
Q2 		$1.93M Sell
15,639
-5,121
-25% -$518K 0.38% 56
2024
Q1 		$1.88M Sell
20,760
-3,320
-14% -$241K 0.35% 65
2023
Q4 		$843K Buy
24,080
+4,000
+20% +$185K 0.21% 54
2023
Q3 		$621K Buy
20,080
+4,030
+25% +$181K 0.19% 58
2023
Q2 		$679K Buy
16,050
+120
+0.8% +$3.98K 0.18% 72
2023
Q1 		$442K Buy
+15,930
New +$345K 0.13% 76
2020
Q3 		$457K Buy
+33,840
New +$394K 0.09% 109

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fortis Group Advisors's NVDA Position: Q2 2026 in Review

Fortis Group Advisors reduced its NVIDIA (NVDA) stake by 12% in Q2 2026, selling an estimated $727K and leaving 25,503 shares worth $5.1M. The position accounts for 0.82% of the portfolio, ranked #29.

Fortis Group Advisors first reported a position in NVDA in Q3 2020 and has held it in 15 quarters since. The position peaked at $5.73M in Q3 2025. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Fortis Group Advisors held 25,503 shares of NVIDIA worth $5.1M as of Q2 2026.
  • Fortis Group Advisors sold 3,536 NVIDIA shares in Q2 2026, an estimated $727K.
  • NVIDIA made up 0.82% of Fortis Group Advisors's portfolio in Q2 2026, its #29 holding.
  • Fortis Group Advisors first reported a position in NVIDIA in Q3 2020 and has held it in 15 quarters since.
  • Fortis Group Advisors's NVIDIA position peaked at $5.73M in Q3 2025.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.