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Invera Wealth Advisors’s NVIDIA NVDA Stock Holding History

Invera 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 		$4.88M Sell
24,388
-1,531
-6% -$315K 2.62% 10
2026
Q1 		$4.52M Buy
25,919
+4,974
+24% +$913K 2.9% 9
2025
Q4 		$3.91M Sell
20,945
-1,143
-5% -$213K 2.47% 14
2025
Q3 		$4.12M Sell
22,088
-399
-2% -$69.5K 2.54% 13
2025
Q2 		$3.55M Sell
22,487
-428
-2% -$53.9K 2.32% 16
2025
Q1 		$2.48M Sell
22,915
-9,513
-29% -$1.21M 1.61% 19
2024
Q4 		$4.77M Sell
32,428
-3,454
-10% -$476K 4.73% 6
2024
Q3 		$5.34M Sell
35,882
-9,652
-21% -$1.14M 5.31% 3
2024
Q2 		$5.8M Sell
45,534
-3,236
-7% -$327K 5.95% 2
2024
Q1 		$4.13M Sell
48,770
-23,790
-33% -$1.72M 3.51% 10
2023
Q4 		$3.59M Buy
+72,560
New +$3.36M 2.25% 12

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

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

Invera Wealth Advisors reduced its NVIDIA (NVDA) stake by 5.9% in Q2 2026, selling an estimated $315K and leaving 24,388 shares worth $4.88M. The position accounts for 2.62% of the portfolio, ranked #10.

Invera Wealth Advisors first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.8M in Q2 2024. 5,961 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Invera Wealth Advisors held 24,388 shares of NVIDIA worth $4.88M as of Q2 2026.
  • Invera Wealth Advisors sold 1,531 NVIDIA shares in Q2 2026, an estimated $315K.
  • NVIDIA made up 2.62% of Invera Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Invera Wealth Advisors first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • Invera Wealth Advisors's NVIDIA position peaked at $5.8M in Q2 2024.
  • 5,961 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.