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Monument Group Wealth Advisors’s NVIDIA NVDA Stock Holding History

Monument Group 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 		$418K Buy
2,378
+581
+32% +$119K 0.2% 27
2026
Q1 		$313K Sell
1,797
-1,033
-37% -$190K 0.17% 27
2025
Q4 		$528K Buy
2,830
+850
+43% +$158K 0.29% 20
2025
Q3 		$369K Sell
1,980
-326
-14% -$56.8K 0.22% 27
2025
Q2 		$364K Buy
+2,306
New +$290K 0.23% 31

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

Monument Group Wealth Advisors's NVDA Position: Q2 2026 in Review

Monument Group Wealth Advisors increased its NVIDIA (NVDA) stake by 32% in Q2 2026, buying an estimated $119K and bringing the position to 2,378 shares worth $418K. The position accounts for 0.2% of the portfolio, ranked #27.

Monument Group Wealth Advisors first reported a position in NVDA in Q2 2025 and has held it in 5 quarters since. The position peaked at $528K in Q4 2025. 5,974 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Monument Group Wealth Advisors held 2,378 shares of NVIDIA worth $418K as of Q2 2026.
  • Monument Group Wealth Advisors bought 581 NVIDIA shares in Q2 2026, an estimated $119K.
  • NVIDIA made up 0.2% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Monument Group Wealth Advisors first reported a position in NVIDIA in Q2 2025 and has held it in 5 quarters since.
  • Monument Group Wealth Advisors's NVIDIA position peaked at $528K in Q4 2025.
  • 5,974 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.