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Inspirion Wealth Advisors’s NVIDIA NVDA Stock Holding History

Inspirion 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 		$2.01M Sell
10,178
-776
-7% -$160K 0.23% 42
2026
Q1 		$1.91M Sell
10,954
-202
-2% -$37.1K 0.24% 43
2025
Q4 		$2.08M Buy
11,156
+1,531
+16% +$285K 0.25% 41
2025
Q3 		$1.17M Sell
9,625
-870
-8% -$152K 0.16% 54
2025
Q2 		$1.66M Sell
10,495
-373
-3% -$46.9K 0.22% 43
2025
Q1 		$1.18M Buy
10,868
+1,149
+12% +$146K 0.16% 55
2024
Q4 		$1.36M Buy
9,719
+94
+1% +$13K 0.19% 51
2024
Q3 		$1.17M Buy
9,625
+829
+9% +$97.9K 0.16% 54
2024
Q2 		$1.09M Buy
8,796
+1,016
+13% +$103K 0.17% 54
2024
Q1 		$703K Sell
7,780
-2,280
-23% -$165K 0.12% 74
2023
Q4 		$485K Buy
10,060
+590
+6% +$27.3K 0.09% 87
2023
Q3 		$412K Buy
9,470
+20
+0.2% +$896 0.08% 93
2023
Q2 		$400K Sell
9,450
-200
-2% -$6.64K 0.08% 93
2023
Q1 		$268K Buy
+9,650
New +$209K 0.05% 115
2022
Q1 		– Sell
-7,400
Closed -$218K – 109
2021
Q4 		$218K Buy
+7,400
New +$204K 0.05% 96

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

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

Inspirion Wealth Advisors reduced its NVIDIA (NVDA) stake by 7.1% in Q2 2026, selling an estimated $160K and leaving 10,178 shares worth $2.01M. The position accounts for 0.23% of the portfolio, ranked #42.

Inspirion Wealth Advisors first reported a position in NVDA in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.08M in Q4 2025. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Inspirion Wealth Advisors held 10,178 shares of NVIDIA worth $2.01M as of Q2 2026.
  • Inspirion Wealth Advisors sold 776 NVIDIA shares in Q2 2026, an estimated $160K.
  • NVIDIA made up 0.23% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Inspirion Wealth Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 15 quarters since.
  • Inspirion Wealth Advisors's NVIDIA position peaked at $2.08M in Q4 2025.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.