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PCG Wealth Advisors’s NVIDIA NVDA Stock Holding History

PCG 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 		$5.25M Buy
26,260
+324
+1% +$66.6K 1.17% 23
2026
Q1 		$4.52M Buy
25,936
+5,855
+29% +$1.07M 1.14% 23
2025
Q4 		$3.75M Buy
20,081
+122
+0.6% +$22.7K 1.06% 31
2025
Q3 		$3.72M Buy
19,959
+498
+3% +$86.8K 1.08% 31
2025
Q2 		$3.07M Buy
19,461
+804
+4% +$101K 1.57% 19
2025
Q1 		$2.02M Buy
18,657
+619
+3% +$78.5K 0.71% 47
2024
Q4 		$2.42M Sell
18,038
-38
-0.2% -$5.24K 0.89% 36
2024
Q3 		$2.2M Buy
18,076
+1,271
+8% +$150K 0.85% 38
2024
Q2 		$2.08M Buy
16,805
+5,065
+43% +$512K 0.9% 37
2024
Q1 		$1.06M Buy
11,740
+500
+4% +$36.2K 0.5% 50
2023
Q4 		$557K Buy
11,240
+730
+7% +$33.8K 0.31% 58
2023
Q3 		$457K Buy
10,510
+1,760
+20% +$78.9K 0.3% 63
2023
Q2 		$371K Buy
8,750
+100
+1% +$3.32K 0.23% 74
2023
Q1 		$241K Buy
+8,650
New +$187K 0.15% 91
2022
Q4 		– Sell
-24,320
Closed -$297K – 140
2022
Q3 		$297K Buy
+24,320
New +$384K 0.11% 101
2022
Q2 		– Sell
-15,160
Closed -$414K – 94
2022
Q1 		$414K Buy
15,160
+3,740
+33% +$93.8K 0.26% 56
2021
Q4 		$336K Buy
+11,420
New +$314K 0.23% 61

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

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

PCG Wealth Advisors increased its NVIDIA (NVDA) stake by 1.2% in Q2 2026, buying an estimated $66.6K and bringing the position to 26,260 shares worth $5.25M. The position accounts for 1.17% of the portfolio, ranked #23.

PCG Wealth Advisors first reported a position in NVDA in Q4 2021 and has held it in 17 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • PCG Wealth Advisors held 26,260 shares of NVIDIA worth $5.25M as of Q2 2026.
  • PCG Wealth Advisors bought 324 NVIDIA shares in Q2 2026, an estimated $66.6K.
  • NVIDIA made up 1.17% of PCG Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • PCG Wealth Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 17 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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