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NBZ Investment Advisors’s NVIDIA NVDA Stock Holding History

NBZ 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
2026
Q2 		$2.99M Buy
14,934
+1,954
+15% +$402K 1.17% 19
2026
Q1 		$2.26M Buy
12,980
+586
+5% +$108K 0.99% 19
2025
Q4 		$2.31M Sell
12,394
-975
-7% -$181K 1.01% 19
2025
Q3 		$2.49M Sell
13,369
-61
-0.5% -$10.6K 1.3% 15
2025
Q2 		$2.12M Sell
13,430
-1,837
-12% -$231K 1.21% 18
2025
Q1 		$1.65M Buy
15,267
+2,394
+19% +$303K 0.95% 20
2024
Q4 		$1.73M Buy
+12,873
New +$1.77M 0.97% 15

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

NBZ Investment Advisors's NVDA Position: Q2 2026 in Review

NBZ Investment Advisors increased its NVIDIA (NVDA) stake by 15% in Q2 2026, buying an estimated $402K and bringing the position to 14,934 shares worth $2.99M. The position accounts for 1.17% of the portfolio, ranked #19.

NBZ Investment Advisors first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 5,968 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • NBZ Investment Advisors held 14,934 shares of NVIDIA worth $2.99M as of Q2 2026.
  • NBZ Investment Advisors bought 1,954 NVIDIA shares in Q2 2026, an estimated $402K.
  • NVIDIA made up 1.17% of NBZ Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • NBZ Investment Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 5,968 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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