Goldstein Advisors’s NVIDIA NVDA Stock Holding History

Goldstein 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	$8.53M	Buy	42,612 +10,032	+31%	+$2.06M	0.78%	23
2026 Q1	$5.68M	Buy	32,580 +1,889	+6%	+$347K	0.63%	27
2025 Q4	$5.72M	Sell	30,691 -966	-3%	-$180K	0.65%	27
2025 Q3	$5.91M	Sell	31,657 -63	-0.2%	-$11K	0.72%	24
2025 Q2	$5.01M	Buy	31,720 +95	+0.3%	+$12K	0.67%	23
2025 Q1	$3.43M	Sell	31,625 -9,291	-23%	-$1.18M	0.5%	28
2024 Q4	$5.49M	Buy	40,916 +9,670	+31%	+$1.33M	0.8%	21
2024 Q3	$3.79M	Buy	31,246 +3,289	+12%	+$389K	0.58%	27
2024 Q2	$3.45M	Sell	27,957 -18,223	-39%	-$1.84M	0.58%	28
2024 Q1	$4.17M	Sell	46,180 -830	-2%	-$60.2K	0.71%	23
2023 Q4	$2.33M	Sell	47,010 -440	-0.9%	-$20.4K	0.39%	50
2023 Q3	$2.06M	Sell	47,450 -5,840	-11%	-$262K	0.43%	32
2023 Q2	$2.25M	Sell	53,290 -760	-1%	-$25.2K	0.47%	33
2023 Q1	$1.5M	Buy	54,050 +1,790	+3%	+$38.7K	0.33%	39
2022 Q4	$764K	Buy	+52,260	New	+$766K	0.18%	58

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldstein Advisors's NVDA Position: Q2 2026 in Review

Goldstein Advisors increased its NVIDIA (NVDA) stake by 31% in Q2 2026, buying an estimated $2.06M and bringing the position to 42,612 shares worth $8.53M. The position accounts for 0.78% of the portfolio, ranked #23.

Goldstein Advisors first reported a position in NVDA in Q4 2022 and has held it in 15 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Goldstein Advisors held 42,612 shares of NVIDIA worth $8.53M as of Q2 2026.
Goldstein Advisors bought 10,032 NVIDIA shares in Q2 2026, an estimated $2.06M.
NVIDIA made up 0.78% of Goldstein Advisors's portfolio in Q2 2026, its #23 holding.
Goldstein Advisors first reported a position in NVIDIA in Q4 2022 and has held it in 15 quarters since.
5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.