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Octavia Wealth Advisors’s NVIDIA NVDA Stock Holding History

Octavia 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
2026
Q2 		$26.8M Sell
133,717
-13,510
-9% -$2.78M 2.31% 11
2026
Q1 		$25.7M Sell
147,227
-1,631
-1% -$299K 2.46% 11
2025
Q4 		$27.8M Sell
148,858
-5,629
-4% -$1.05M 2.65% 11
2025
Q3 		$28.8M Buy
154,487
+8,531
+6% +$1.49M 2.87% 8
2025
Q2 		$23.1M Sell
145,956
-10,238
-7% -$1.29M 2.62% 11
2025
Q1 		$16.9M Sell
156,194
-1,222
-0.8% -$155K 2.06% 14
2024
Q4 		$21.1M Sell
157,416
-2,955
-2% -$407K 2.57% 11
2024
Q3 		$19.5M Sell
160,371
-2,090
-1% -$247K 2.4% 11
2024
Q2 		$20.1M Buy
162,461
+811
+0.5% +$82K 2.73% 11
2024
Q1 		$14.6M Sell
161,650
-10,140
-6% -$735K 2.16% 13
2023
Q4 		$8.51M Buy
171,790
+33,730
+24% +$1.56M 1.5% 21
2023
Q3 		$6.01M Sell
138,060
-5,730
-4% -$257K 1.22% 25
2023
Q2 		$6.08M Buy
143,790
+5,530
+4% +$184K 1.23% 25
2023
Q1 		$3.84M Sell
138,260
-230
-0.2% -$4.98K 0.86% 28
2022
Q4 		$2.02M Buy
138,490
+2,370
+2% +$34.8K 0.5% 37
2022
Q3 		$1.65M Buy
136,120
+4,090
+3% +$64.7K 0.45% 44
2022
Q2 		$2M Buy
132,030
+14,050
+12% +$265K 0.52% 40
2022
Q1 		$3.22M Buy
117,980
+5,820
+5% +$146K 0.72% 29
2021
Q4 		$3.3M Sell
112,160
-2,680
-2% -$73.7K 0.71% 30
2021
Q3 		$2.38M Buy
114,840
+1,040
+0.9% +$21.6K 0.61% 34
2021
Q2 		$2.28M Buy
113,800
+11,400
+11% +$183K 0.6% 37
2021
Q1 		$1.37M Buy
102,400
+400
+0.4% +$5.38K 0.41% 51
2020
Q4 		$1.33M Buy
+102,000
New +$1.37M 0.43% 49

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

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

Octavia Wealth Advisors reduced its NVIDIA (NVDA) stake by 9.2% in Q2 2026, selling an estimated $2.78M and leaving 133,717 shares worth $26.8M. The position accounts for 2.31% of the portfolio, ranked #11.

Octavia Wealth Advisors first reported a position in NVDA in Q4 2020 and has held it in 23 quarters since. The position peaked at $28.8M in Q3 2025. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Octavia Wealth Advisors held 133,717 shares of NVIDIA worth $26.8M as of Q2 2026.
  • Octavia Wealth Advisors sold 13,510 NVIDIA shares in Q2 2026, an estimated $2.78M.
  • NVIDIA made up 2.31% of Octavia Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Octavia Wealth Advisors first reported a position in NVIDIA in Q4 2020 and has held it in 23 quarters since.
  • Octavia Wealth Advisors's NVIDIA position peaked at $28.8M in Q3 2025.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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