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Net Worth Advisory Group’s NVIDIA NVDA Stock Holding History

Net Worth Advisory Group’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 		$7.98M Sell
39,865
-1,141
-3% -$235K 2.01% 7
2026
Q1 		$7.15M Buy
41,006
+2,567
+7% +$471K 1.48% 14
2025
Q4 		$7.17M Buy
38,439
+7,482
+24% +$1.39M 1.45% 14
2025
Q3 		$5.78M Sell
30,957
-2,130
-6% -$371K 1.67% 11
2025
Q2 		$5.23M Buy
33,087
+864
+3% +$109K 1.16% 15
2025
Q1 		$3.49M Sell
32,223
-2,251
-7% -$285K 1.1% 15
2024
Q4 		$4.63M Sell
34,474
-3,927
-10% -$541K 1.41% 14
2024
Q3 		$4.66M Buy
+38,401
New +$4.54M 1.38% 12

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

Net Worth Advisory Group's NVDA Position: Q2 2026 in Review

Net Worth Advisory Group reduced its NVIDIA (NVDA) stake by 2.8% in Q2 2026, selling an estimated $235K and leaving 39,865 shares worth $7.98M. The position accounts for 2.01% of the portfolio, ranked #7.

Net Worth Advisory Group first reported a position in NVDA in Q3 2024 and has held it in 8 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Net Worth Advisory Group held 39,865 shares of NVIDIA worth $7.98M as of Q2 2026.
  • Net Worth Advisory Group sold 1,141 NVIDIA shares in Q2 2026, an estimated $235K.
  • NVIDIA made up 2.01% of Net Worth Advisory Group's portfolio in Q2 2026, its #7 holding.
  • Net Worth Advisory Group first reported a position in NVIDIA in Q3 2024 and has held it in 8 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.