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Milestones Private Investment Advisors’s NVIDIA NVDA Stock Holding History

Milestones Private Investment 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 		$240K Buy
1,201
+2
+0.2% +$411 0.19% 72
2026
Q1 		$209K Sell
1,199
-6,235
-84% -$1.14M 0.18% 76
2025
Q4 		$1.39M Buy
7,434
+140
+2% +$26.1K 0.95% 34
2025
Q3 		$1.36M Sell
7,294
-59
-0.8% -$10.3K 0.93% 33
2025
Q2 		$1.16M Buy
+7,353
New +$925K 0.86% 39

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

Milestones Private Investment Advisors's NVDA Position: Q2 2026 in Review

Milestones Private Investment Advisors increased its NVIDIA (NVDA) stake by 0.17% in Q2 2026, buying an estimated $411 and bringing the position to 1,201 shares worth $240K. The position accounts for 0.19% of the portfolio, ranked #72.

Milestones Private Investment Advisors first reported a position in NVDA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.39M in Q4 2025. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Milestones Private Investment Advisors held 1,201 shares of NVIDIA worth $240K as of Q2 2026.
  • Milestones Private Investment Advisors bought 2 NVIDIA shares in Q2 2026, an estimated $411.
  • NVIDIA made up 0.19% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #72 holding.
  • Milestones Private Investment Advisors first reported a position in NVIDIA in Q2 2025 and has held it in 5 quarters since.
  • Milestones Private Investment Advisors's NVIDIA position peaked at $1.39M in Q4 2025.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.