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Monograph Wealth Advisors’s NVIDIA NVDA Stock Holding History

Monograph 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 		$14.4M Sell
72,130
-39,001
-35% -$8.02M 1.19% 16
2026
Q1 		$19.4M Buy
111,131
+29,414
+36% +$5.4M 1.84% 11
2025
Q4 		$15.2M Sell
81,717
-11,539
-12% -$2.15M 1.5% 12
2025
Q3 		$17.4M Sell
93,256
-37,600
-29% -$6.55M 1.76% 11
2025
Q2 		$20.7M Buy
130,856
+3,667
+3% +$461K 2.55% 9
2025
Q1 		$13.8M Sell
127,189
-2,480
-2% -$314K 1.88% 10
2024
Q4 		$17.4M Buy
129,669
+4,079
+3% +$562K 2.3% 9
2024
Q3 		$15.3M Buy
125,590
+16,855
+16% +$1.99M 1.99% 10
2024
Q2 		$13.4M Buy
108,735
+8,145
+8% +$823K 1.96% 9
2024
Q1 		$9.09M Buy
100,590
+35,720
+55% +$2.59M 1.33% 13
2023
Q4 		$3.21M Buy
64,870
+3,050
+5% +$141K 0.58% 22
2023
Q3 		$2.69M Sell
61,820
-28,300
-31% -$1.27M 0.53% 24
2023
Q2 		$3.81M Hold
90,120
– – 0.82% 16
2023
Q1 		$2.5M Buy
90,120
+27,290
+43% +$591K 0.59% 17
2022
Q4 		$918K Buy
62,830
+1,680
+3% +$24.6K 0.24% 32
2022
Q3 		$742K Sell
61,150
-30,000
-33% -$474K 0.24% 30
2022
Q2 		$1.38M Sell
91,150
-5,080
-5% -$95.9K 0.4% 22
2022
Q1 		$2.63M Sell
96,230
-4,080
-4% -$102K 0.66% 16
2021
Q4 		$2.95M Buy
+100,310
New +$2.76M 0.74% 17

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

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

Monograph Wealth Advisors reduced its NVIDIA (NVDA) stake by 35% in Q2 2026, selling an estimated $8.02M and leaving 72,130 shares worth $14.4M. The position accounts for 1.19% of the portfolio, ranked #16.

Monograph Wealth Advisors first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.7M in Q2 2025. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Monograph Wealth Advisors held 72,130 shares of NVIDIA worth $14.4M as of Q2 2026.
  • Monograph Wealth Advisors sold 39,001 NVIDIA shares in Q2 2026, an estimated $8.02M.
  • NVIDIA made up 1.19% of Monograph Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Monograph Wealth Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • Monograph Wealth Advisors's NVIDIA position peaked at $20.7M in Q2 2025.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.