High Net Worth Advisory Group
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High Net Worth Advisory Group’s NVIDIA NVDA Stock Holding History

High Net Worth Advisory Group’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
Q3 		$25.6M Buy
111,905
+943
+0.8% +$202K 5.37% 2
2026
Q2 		$22.2M Buy
110,962
+239
+0.2% +$49.1K 4.71% 2
2026
Q1 		$19.3M Sell
110,723
-854
-0.8% -$157K 4.5% 2
2025
Q4 		$20.8M Buy
111,577
+445
+0.4% +$82.8K 4.8% 2
2025
Q3 		$20.7M Sell
111,132
-665
-0.6% -$116K 4.99% 2
2025
Q2 		$17.7M Buy
111,797
+1,552
+1% +$195K 4.68% 2
2025
Q1 		$11.9M Buy
110,245
+573
+0.5% +$72.6K 3.37% 6
2024
Q4 		$14.7M Buy
109,672
+3,953
+4% +$545K 4.11% 3
2024
Q3 		$12.8M Sell
105,719
-3,480
-3% -$411K 3.52% 5
2024
Q2 		$13.5M Sell
109,199
-7,431
-6% -$751K 4.09% 3
2024
Q1 		$10.5M Sell
116,630
-930
-0.8% -$67.4K 3.32% 6
2023
Q4 		$5.82M Buy
117,560
+2,490
+2% +$115K 2.16% 9
2023
Q3 		$5.01M Buy
115,070
+1,830
+2% +$82K 2.01% 10
2023
Q2 		$4.79M Buy
113,240
+3,020
+3% +$100K 1.86% 10
2023
Q1 		$3.06M Sell
110,220
-1,500
-1% -$32.5K 1.25% 16
2022
Q4 		$1.63M Sell
111,720
-27,130
-20% -$398K 0.63% 41
2022
Q3 		$1.69M Buy
138,850
+6,490
+5% +$103K 0.72% 32
2022
Q2 		$2.01M Buy
132,360
+5,070
+4% +$95.7K 0.83% 29
2022
Q1 		$3.47M Sell
127,290
-10,670
-8% -$268K 1.26% 17
2021
Q4 		$4.06M Buy
+137,960
New +$3.8M 1.42% 15

Other funds holding NVDA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

High Net Worth Advisory Group's NVDA Position: Q3 2026 in Review

High Net Worth Advisory Group increased its NVIDIA (NVDA) stake by 0.85% in Q3 2026, buying an estimated $202K and bringing the position to 111,905 shares worth $25.6M. The position accounts for 5.37% of the portfolio, ranked #2.

High Net Worth Advisory Group first reported a position in NVDA in Q4 2021 and has held it in 20 quarters since. 5,269 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • High Net Worth Advisory Group held 111,905 shares of NVIDIA worth $25.6M as of Q3 2026.
  • High Net Worth Advisory Group bought 943 NVIDIA shares in Q3 2026, an estimated $202K.
  • NVIDIA made up 5.37% of High Net Worth Advisory Group's portfolio in Q3 2026, its #2 holding.
  • High Net Worth Advisory Group first reported a position in NVIDIA in Q4 2021 and has held it in 20 quarters since.
  • 5,269 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.