IWA
NVDA icon

Icon Wealth Advisors’s NVIDIA NVDA Stock Holding History

Icon 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 		$33.5M Buy
167,224
+9,554
+6% +$1.96M 2.01% 9
2026
Q1 		$33M Sell
157,670
-20,949
-12% -$3.84M 2.14% 9
2025
Q4 		$33.5M Buy
178,619
+8,529
+5% +$1.59M 2.23% 12
2025
Q3 		$31.7M Buy
170,090
+24,292
+17% +$4.23M 2.15% 12
2025
Q2 		$23M Buy
145,798
+15,109
+12% +$1.9M 1.64% 15
2025
Q1 		$14.2M Buy
130,689
+6,656
+5% +$844K 1.17% 20
2024
Q4 		$16.7M Sell
124,033
-4,221
-3% -$582K 1.37% 15
2024
Q3 		$15.6M Buy
128,254
+5,923
+5% +$700K 1.3% 18
2024
Q2 		$14.3M Buy
122,331
+17,681
+17% +$1.79M 1.27% 16
2024
Q1 		$9.46M Buy
104,650
+12,150
+13% +$881K 0.88% 23
2023
Q4 		$4.58M Buy
+92,500
New +$4.29M 0.48% 41
2022
Q4 		$1.67M Buy
113,950
+990
+0.9% +$14.5K 0.19% 106
2022
Q3 		$1.37M Buy
+112,960
New +$1.79M 0.17% 109

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

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

Icon Wealth Advisors increased its NVIDIA (NVDA) stake by 6.1% in Q2 2026, buying an estimated $1.96M and bringing the position to 167,224 shares worth $33.5M. The position accounts for 2.01% of the portfolio, ranked #9.

Icon Wealth Advisors first reported a position in NVDA in Q3 2022 and has held it in 13 quarters since. The position peaked at $33.5M in Q4 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Icon Wealth Advisors held 167,224 shares of NVIDIA worth $33.5M as of Q2 2026.
  • Icon Wealth Advisors bought 9,554 NVIDIA shares in Q2 2026, an estimated $1.96M.
  • NVIDIA made up 2.01% of Icon Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Icon Wealth Advisors first reported a position in NVIDIA in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's NVIDIA position peaked at $33.5M in Q4 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.