HWA
NVDA icon

HighRoad Wealth Advisors’s NVIDIA NVDA Stock Holding History

HighRoad Wealth 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 		$212K Sell
1,057
-182
-15% -$37.4K 0.18% 36
2026
Q1 		$216K Hold
1,239
– – 0.21% 34
2025
Q4 		$231K Buy
+1,239
New +$231K 0.22% 33

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

HighRoad Wealth Advisors's NVDA Position: Q2 2026 in Review

HighRoad Wealth Advisors reduced its NVIDIA (NVDA) stake by 15% in Q2 2026, selling an estimated $37.4K and leaving 1,057 shares worth $212K. The position accounts for 0.18% of the portfolio, ranked #36.

HighRoad Wealth Advisors first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. The position peaked at $231K in Q4 2025. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • HighRoad Wealth Advisors held 1,057 shares of NVIDIA worth $212K as of Q2 2026.
  • HighRoad Wealth Advisors sold 182 NVIDIA shares in Q2 2026, an estimated $37.4K.
  • NVIDIA made up 0.18% of HighRoad Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • HighRoad Wealth Advisors first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • HighRoad Wealth Advisors's NVIDIA position peaked at $231K in Q4 2025.
  • 5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on HighRoad Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.