IAG
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Investment Advisory Group’s NVIDIA NVDA Stock Holding History

Investment 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 		$3.1M Buy
15,515
+1,744
+13% +$359K 0.67% 35
2026
Q1 		$2.4M Buy
13,771
+141
+1% +$25.9K 0.61% 41
2025
Q4 		$2.54M Sell
13,630
-501
-4% -$93.3K 0.65% 40
2025
Q3 		$2.64M Sell
14,131
-23
-0.2% -$4.01K 0.72% 37
2025
Q2 		$2.24M Buy
14,154
+842
+6% +$106K 0.68% 37
2025
Q1 		$1.44M Sell
13,312
-569
-4% -$72.1K 0.48% 52
2024
Q4 		$1.86M Sell
13,881
-239
-2% -$32.9K 0.62% 41
2024
Q3 		$1.71M Buy
14,120
+1,878
+15% +$222K 0.6% 42
2024
Q2 		$1.51M Buy
12,242
+172
+1% +$17.4K 0.58% 41
2024
Q1 		$1.09M Buy
12,070
+1,800
+18% +$130K 0.45% 48
2023
Q4 		$508K Sell
10,270
-1,400
-12% -$64.9K 0.23% 79
2023
Q3 		$508K Buy
11,670
+1,960
+20% +$87.8K 0.26% 74
2023
Q2 		$411K Buy
9,710
+180
+2% +$5.98K 0.21% 84
2023
Q1 		$265K Sell
9,530
-8,410
-47% -$182K 0.15% 112
2022
Q4 		$262K Sell
17,940
-3,000
-14% -$44K 0.16% 109
2022
Q3 		$254K Sell
20,940
-5,000
-19% -$79K 0.18% 98
2022
Q2 		$393K Buy
25,940
+1,000
+4% +$18.9K 0.27% 72
2022
Q1 		$680K Hold
24,940
– – 0.41% 52
2021
Q4 		$644K Buy
+24,940
New +$686K 0.41% 50

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

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

Investment Advisory Group increased its NVIDIA (NVDA) stake by 13% in Q2 2026, buying an estimated $359K and bringing the position to 15,515 shares worth $3.1M. The position accounts for 0.67% of the portfolio, ranked #35.

Investment Advisory Group first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. 5,978 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Investment Advisory Group held 15,515 shares of NVIDIA worth $3.1M as of Q2 2026.
  • Investment Advisory Group bought 1,744 NVIDIA shares in Q2 2026, an estimated $359K.
  • NVIDIA made up 0.67% of Investment Advisory Group's portfolio in Q2 2026, its #35 holding.
  • Investment Advisory Group first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • 5,978 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.