IBEX Wealth Advisors’s NVIDIA NVDA Stock Holding History

IBEX 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
2019 Q3	–	Sell	-1,480	Closed	-$7K	–	286
2019 Q2	$7K	Buy	+1,480	New	+$6.13K	﹤0.01%	343

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

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

IBEX Wealth Advisors increased its NVIDIA (NVDA) stake by 0.75% in Q2 2026, buying an estimated $1.05M and bringing the position to 685,019 shares worth $137M. The position accounts for 10.74% of the portfolio, ranked #1.

IBEX Wealth Advisors first reported a position in NVDA in Q3 2016 and has held it in 39 quarters since. 5,972 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

IBEX Wealth Advisors held 685,019 shares of NVIDIA worth $137M as of Q2 2026.
IBEX Wealth Advisors bought 5,103 NVIDIA shares in Q2 2026, an estimated $1.05M.
NVIDIA made up 10.74% of IBEX Wealth Advisors's portfolio in Q2 2026, its #1 holding.
IBEX Wealth Advisors first reported a position in NVIDIA in Q3 2016 and has held it in 39 quarters since.
5,972 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.