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Navis Wealth Advisors’s NVIDIA NVDA Stock Holding History

Navis 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
2021
Q4 		– Sell
-390,000
Closed -$8.08M – 119
2021
Q3 		$8.08M Buy
+390,000
New +$8.1M 5.64% 2
2021
Q2 		– Sell
-400,000
Closed -$5.34M – 118
2021
Q1 		$5.34M Buy
+400,000
New +$5.38M 4.13% 5

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

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

Navis Wealth Advisors increased its NVIDIA (NVDA) stake by 0.89% in Q2 2026, buying an estimated $62.3K and bringing the position to 34,378 shares worth $6.88M. The position accounts for 2.61% of the portfolio, ranked #8.

Navis Wealth Advisors first reported a position in NVDA in Q4 2020 and has held it in 20 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Navis Wealth Advisors held 34,378 shares of NVIDIA worth $6.88M as of Q2 2026.
  • Navis Wealth Advisors bought 303 NVIDIA shares in Q2 2026, an estimated $62.3K.
  • NVIDIA made up 2.61% of Navis Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Navis Wealth Advisors first reported a position in NVIDIA in Q4 2020 and has held it in 20 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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