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 Q2	$22.2M	Buy	110,962 +239	+0.2%	+$49.1K	4.72%	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 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

High Net Worth Advisory Group's NVDA Position: Q2 2026 in Review

High Net Worth Advisory Group increased its NVIDIA (NVDA) stake by 0.22% in Q2 2026, buying an estimated $49.1K and bringing the position to 110,962 shares worth $22.2M. The position accounts for 4.72% of the portfolio, ranked #2.

High Net Worth Advisory Group first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

High Net Worth Advisory Group held 110,962 shares of NVIDIA worth $22.2M as of Q2 2026.
High Net Worth Advisory Group bought 239 NVIDIA shares in Q2 2026, an estimated $49.1K.
NVIDIA made up 4.72% of High Net Worth Advisory Group's portfolio in Q2 2026, its #2 holding.
High Net Worth Advisory Group first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.