N.E.W. Advisory Services’s NVIDIA NVDA Stock Holding History

N.E.W. Advisory Services’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	$3.66M	Sell	18,292 -7,326	-29%	-$1.51M	0.24%	57
2026 Q1	$4.47M	Sell	25,618 -223	-0.9%	-$40.9K	0.33%	46
2025 Q4	$4.82M	Sell	25,841 -1,634	-6%	-$304K	0.36%	47
2025 Q3	$5.13M	Buy	27,475 +636	+2%	+$111K	0.46%	28
2025 Q2	$4.24M	Sell	26,839 -6,348	-19%	-$799K	0.41%	34
2025 Q1	$3.6M	Buy	33,187 +6,351	+24%	+$805K	0.28%	52
2024 Q4	$3.6M	Buy	26,836 +704	+3%	+$97K	0.34%	48
2024 Q3	$3.17M	Buy	26,132 +907	+4%	+$107K	0.31%	47
2024 Q2	$3.12M	Buy	25,225 +1,695	+7%	+$171K	0.34%	46
2024 Q1	$2.13M	Buy	23,530 +970	+4%	+$70.3K	0.24%	54
2023 Q4	$1.12M	Sell	22,560 -4,480	-17%	-$208K	0.14%	66
2023 Q3	$1.18M	Buy	27,040 +640	+2%	+$28.7K	0.17%	65
2023 Q2	$1.12M	Buy	26,400 +990	+4%	+$32.9K	0.16%	56
2023 Q1	$706K	Sell	25,410 -4,590	-15%	-$99.3K	0.1%	72
2022 Q4	$438K	Sell	30,000 -1,100	-4%	-$16.1K	0.07%	86
2022 Q3	$378K	Buy	31,100 +12,090	+64%	+$191K	0.07%	82
2022 Q2	$288K	Buy	+19,010	New	+$359K	0.05%	102
2022 Q1	–	Sell	-14,910	Closed	-$439K	–	154
2021 Q4	$439K	Buy	14,910 +1,630	+12%	+$44.9K	0.07%	91
2021 Q3	$275K	Buy	13,280 +760	+6%	+$15.8K	0.04%	112
2021 Q2	$251K	Buy	+12,520	New	+$201K	0.04%	119
2021 Q1	–	Sell	-74,120	Closed	-$967K	–	137
2020 Q4	$967K	Buy	74,120 +10,160	+16%	+$136K	0.2%	54
2020 Q3	$865K	Buy	63,960 +22,400	+54%	+$261K	0.24%	44
2020 Q2	$395K	Buy	+41,560	New	+$336K	0.12%	63
2019 Q4	$235K	Buy	+40,000	New	+$208K	0.08%	79

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

N.E.W. Advisory Services's NVDA Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its NVIDIA (NVDA) stake by 29% in Q2 2026, selling an estimated $1.51M and leaving 18,292 shares worth $3.66M. The position accounts for 0.24% of the portfolio, ranked #57.

N.E.W. Advisory Services first reported a position in NVDA in Q4 2019 and has held it in 24 quarters since. The position peaked at $5.13M in Q3 2025. 3,905 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

N.E.W. Advisory Services held 18,292 shares of NVIDIA worth $3.66M as of Q2 2026.
N.E.W. Advisory Services sold 7,326 NVIDIA shares in Q2 2026, an estimated $1.51M.
NVIDIA made up 0.24% of N.E.W. Advisory Services's portfolio in Q2 2026, its #57 holding.
N.E.W. Advisory Services first reported a position in NVIDIA in Q4 2019 and has held it in 24 quarters since.
N.E.W. Advisory Services's NVIDIA position peaked at $5.13M in Q3 2025.
3,905 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.