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Outlook Wealth Advisors’s NVIDIA NVDA Stock Holding History

Outlook 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 		$14.7M Sell
73,506
-373
-0.5% -$76.7K 3.18% 5
2026
Q1 		$12.9M Sell
73,879
-1,357
-2% -$249K 3.12% 5
2025
Q4 		$14M Buy
75,236
+5,992
+9% +$1.12M 3.17% 5
2025
Q3 		$12.9M Sell
69,244
-579
-0.8% -$101K 3.22% 6
2025
Q2 		$11M Buy
69,823
+11,365
+19% +$1.43M 2.84% 8
2025
Q1 		$6.34M Buy
58,458
+164
+0.3% +$20.8K 1.76% 12
2024
Q4 		$7.83M Buy
58,294
+538
+0.9% +$74.2K 2.25% 9
2024
Q3 		$7.01M Sell
57,756
-72
-0.1% -$8.51K 2.01% 12
2024
Q2 		$7.14M Sell
57,828
-1,712
-3% -$173K 2.23% 10
2024
Q1 		$5.38M Sell
59,540
-5,680
-9% -$412K 1.66% 12
2023
Q4 		$3.23M Sell
65,220
-2,640
-4% -$122K 1.13% 21
2023
Q3 		$2.95M Buy
67,860
+21,610
+47% +$968K 1.13% 20
2023
Q2 		$1.96M Sell
46,250
-560
-1% -$18.6K 0.74% 30
2023
Q1 		$1.3M Buy
46,810
+280
+0.6% +$6.06K 0.58% 41
2022
Q4 		$680K Buy
46,530
+9,440
+25% +$138K 0.32% 81
2022
Q3 		$450K Sell
37,090
-4,800
-11% -$75.9K 0.2% 120
2022
Q2 		$635K Sell
41,890
-2,040
-5% -$38.5K 0.26% 101
2022
Q1 		$1.2M Sell
43,930
-920
-2% -$23.1K 0.4% 60
2021
Q4 		$1.32M Sell
44,850
-550
-1% -$15.1K 0.39% 56
2021
Q3 		$941K Buy
45,400
+1,000
+2% +$20.8K 0.31% 80
2021
Q2 		$888K Buy
44,400
+2,160
+5% +$34.6K 0.28% 88
2021
Q1 		$564K Buy
42,240
+2,520
+6% +$33.9K 0.2% 129
2020
Q4 		$519K Sell
39,720
-5,800
-13% -$77.7K 0.19% 124
2020
Q3 		$616K Buy
45,520
+160
+0.4% +$1.86K 0.24% 91
2020
Q2 		$431K Sell
45,360
-1,560
-3% -$12.6K 0.18% 118
2020
Q1 		$309K Sell
46,920
-151,360
-76% -$955K 0.17% 119
2019
Q4 		$1.17M Buy
+198,280
New +$1.03M 0.66% 36

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

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

Outlook Wealth Advisors reduced its NVIDIA (NVDA) stake by 0.5% in Q2 2026, selling an estimated $76.7K and leaving 73,506 shares worth $14.7M. The position accounts for 3.18% of the portfolio, ranked #5.

Outlook Wealth Advisors first reported a position in NVDA in Q4 2019 and has held it in 27 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Outlook Wealth Advisors held 73,506 shares of NVIDIA worth $14.7M as of Q2 2026.
  • Outlook Wealth Advisors sold 373 NVIDIA shares in Q2 2026, an estimated $76.7K.
  • NVIDIA made up 3.18% of Outlook Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Outlook Wealth Advisors first reported a position in NVIDIA in Q4 2019 and has held it in 27 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.