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HTG Investment Advisors’s NVIDIA NVDA Stock Holding History

HTG Investment 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 		$757K Sell
3,781
-1,766
-32% -$363K 0.19% 47
2026
Q1 		$967K Buy
5,547
+2,259
+69% +$414K 0.28% 39
2025
Q4 		$613K Sell
3,288
-280
-8% -$52.1K 0.19% 43
2025
Q3 		$666K Sell
3,568
-133
-4% -$23.2K 0.22% 42
2025
Q2 		$585K Sell
3,701
-114
-3% -$14.3K 0.22% 41
2025
Q1 		$414K Sell
3,815
-432
-10% -$54.8K 0.17% 45
2024
Q4 		$570K Buy
4,247
+12
+0.3% +$1.65K 0.26% 40
2024
Q3 		$514K Sell
4,235
-269
-6% -$31.8K 0.24% 40
2024
Q2 		$556K Buy
4,504
+914
+25% +$92.4K 0.3% 40
2024
Q1 		$324K Sell
3,590
-550
-13% -$39.9K 0.19% 50
2023
Q4 		$205K Buy
+4,140
New +$192K 0.13% 58

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 $3.38T AUM 44.17% 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

HTG Investment Advisors's NVDA Position: Q2 2026 in Review

HTG Investment Advisors reduced its NVIDIA (NVDA) stake by 32% in Q2 2026, selling an estimated $363K and leaving 3,781 shares worth $757K. The position accounts for 0.19% of the portfolio, ranked #47.

HTG Investment Advisors first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $967K in Q1 2026. 5,991 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • HTG Investment Advisors held 3,781 shares of NVIDIA worth $757K as of Q2 2026.
  • HTG Investment Advisors sold 1,766 NVIDIA shares in Q2 2026, an estimated $363K.
  • NVIDIA made up 0.19% of HTG Investment Advisors's portfolio in Q2 2026, its #47 holding.
  • HTG Investment Advisors first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • HTG Investment Advisors's NVIDIA position peaked at $967K in Q1 2026.
  • 5,991 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.