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Helium Advisors’s NVIDIA NVDA Stock Holding History

Helium 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 		$2.57M Sell
12,854
-1,516
-11% -$312K 2.14% 12
2026
Q1 		$2.51M Sell
14,370
-934
-6% -$171K 2.38% 11
2025
Q4 		$2.85M Sell
15,304
-1,721
-10% -$320K 2.89% 9
2025
Q3 		$3.18M Sell
17,025
-1,365
-7% -$238K 2.65% 9
2025
Q2 		$2.91M Sell
18,390
-1,244
-6% -$157K 1.84% 14
2025
Q1 		$2.13M Buy
19,634
+1,411
+8% +$179K 1.55% 15
2024
Q4 		$2.45M Buy
+18,223
New +$2.51M 1.94% 11

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

Helium Advisors's NVDA Position: Q2 2026 in Review

Helium Advisors reduced its NVIDIA (NVDA) stake by 11% in Q2 2026, selling an estimated $312K and leaving 12,854 shares worth $2.57M. The position accounts for 2.14% of the portfolio, ranked #12.

Helium Advisors first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.18M in Q3 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Helium Advisors held 12,854 shares of NVIDIA worth $2.57M as of Q2 2026.
  • Helium Advisors sold 1,516 NVIDIA shares in Q2 2026, an estimated $312K.
  • NVIDIA made up 2.14% of Helium Advisors's portfolio in Q2 2026, its #12 holding.
  • Helium Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • Helium Advisors's NVIDIA position peaked at $3.18M in Q3 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.