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Pacific Excel Wealth Advisors’s NVIDIA NVDA Stock Holding History

Pacific Excel 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 		$6.84M Buy
34,193
+27,366
+401% +$5.63M 2.65% 8
2026
Q1 		$1.19M Buy
6,827
+2,808
+70% +$515K 1.25% 23
2025
Q4 		$749K Buy
+4,019
New +$748K 1.42% 24

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

Pacific Excel Wealth Advisors's NVDA Position: Q2 2026 in Review

Pacific Excel Wealth Advisors increased its NVIDIA (NVDA) stake by 401% in Q2 2026, buying an estimated $5.63M and bringing the position to 34,193 shares worth $6.84M. The position accounts for 2.65% of the portfolio, ranked #8.

Pacific Excel Wealth Advisors first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Pacific Excel Wealth Advisors held 34,193 shares of NVIDIA worth $6.84M as of Q2 2026.
  • Pacific Excel Wealth Advisors bought 27,366 NVIDIA shares in Q2 2026, an estimated $5.63M.
  • NVIDIA made up 2.65% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Pacific Excel Wealth Advisors first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.