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Investmark Advisory Group’s NVIDIA NVDA Stock Holding History

Investmark Advisory Group’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 		$3.23M Sell
16,142
-362
-2% -$74.4K 1.23% 25
2026
Q1 		$2.88M Buy
16,504
+489
+3% +$89.7K 1.23% 27
2025
Q4 		$2.99M Sell
16,015
-19
-0.1% -$3.54K 1.27% 24
2025
Q3 		$2.99M Buy
16,034
+21
+0.1% +$3.66K 1.3% 22
2025
Q2 		$2.53M Buy
16,013
+2,081
+15% +$262K 1.19% 25
2025
Q1 		$1.51M Buy
13,932
+275
+2% +$34.9K 0.75% 35
2024
Q4 		$1.83M Sell
13,657
-2,262
-14% -$312K 0.9% 33
2024
Q3 		$1.93M Buy
15,919
+127
+0.8% +$15K 0.94% 33
2024
Q2 		$1.95M Buy
15,792
+3,382
+27% +$342K 1.04% 32
2024
Q1 		$1.12M Buy
12,410
+10
+0.1% +$725 0.62% 41
2023
Q4 		$614K Hold
12,400
– – 0.36% 57
2023
Q3 		$539K Sell
12,400
-350
-3% -$15.7K 0.37% 56
2023
Q2 		$539K Hold
12,750
– – 0.36% 51
2023
Q1 		$354K Buy
+12,750
New +$276K 0.26% 69
2022
Q1 		– Sell
-3,100
Closed -$91K – 279
2021
Q4 		$91K Buy
+3,100
New +$85.3K 0.09% 122

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

Investmark Advisory Group's NVDA Position: Q2 2026 in Review

Investmark Advisory Group reduced its NVIDIA (NVDA) stake by 2.2% in Q2 2026, selling an estimated $74.4K and leaving 16,142 shares worth $3.23M. The position accounts for 1.23% of the portfolio, ranked #25.

Investmark Advisory Group first reported a position in NVDA in Q4 2021 and has held it in 15 quarters since. 5,977 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Investmark Advisory Group held 16,142 shares of NVIDIA worth $3.23M as of Q2 2026.
  • Investmark Advisory Group sold 362 NVIDIA shares in Q2 2026, an estimated $74.4K.
  • NVIDIA made up 1.23% of Investmark Advisory Group's portfolio in Q2 2026, its #25 holding.
  • Investmark Advisory Group first reported a position in NVIDIA in Q4 2021 and has held it in 15 quarters since.
  • 5,977 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.