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Mount Yale Investment Advisors’s NVIDIA NVDA Stock Holding History

Mount Yale 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
2025
Q2 		– Sell
-3,000
Closed -$178K – 1510
2025
Q1 		$178K Hold
3,000
– – 0.02% 522
2024
Q4 		$263K Hold
3,000
– – 0.02% 474
2024
Q3 		$223K Hold
3,000
– – 0.02% 506
2024
Q2 		$236K Buy
+3,000
New +$303K 0.02% 492

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

Mount Yale Investment Advisors's NVDA Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its NVIDIA (NVDA) stake by 5.5% in Q2 2026, buying an estimated $5.67M and bringing the position to 527,328 shares worth $105M. The position accounts for 1.95% of the portfolio, ranked #5.

Mount Yale Investment Advisors first reported a position in NVDA in Q1 2018 and has held it in 32 quarters since. 5,980 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Mount Yale Investment Advisors held 527,328 shares of NVIDIA worth $105M as of Q2 2026.
  • Mount Yale Investment Advisors bought 27,601 NVIDIA shares in Q2 2026, an estimated $5.67M.
  • NVIDIA made up 1.95% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #5 holding.
  • Mount Yale Investment Advisors first reported a position in NVIDIA in Q1 2018 and has held it in 32 quarters since.
  • 5,980 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.