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Phoenix Wealth Advisors’s NVIDIA NVDA Stock Holding History

Phoenix 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 		$1.42M Buy
7,104
+19
+0.3% +$3.91K 0.48% 43
2026
Q1 		$1.24M Sell
7,085
-161
-2% -$29.5K 0.49% 47
2025
Q4 		$1.35M Buy
7,246
+21
+0.3% +$3.91K 0.52% 46
2025
Q3 		$1.35M Buy
7,225
+82
+1% +$14.3K 0.52% 46
2025
Q2 		$1.13M Sell
7,143
-55
-0.8% -$6.92K 0.47% 50
2025
Q1 		$780K Sell
7,198
-3,111
-30% -$394K 0.34% 60
2024
Q4 		$1.38M Buy
10,309
+394
+4% +$54.3K 0.6% 41
2024
Q3 		$1.2M Sell
9,915
-122
-1% -$14.4K 0.56% 45
2024
Q2 		$1.24M Sell
10,037
-13
-0.1% -$1.31K 0.62% 41
2024
Q1 		$908K Sell
10,050
-3,780
-27% -$274K 0.55% 47
2023
Q4 		$666K Buy
13,830
+370
+3% +$17.1K 0.46% 48
2023
Q3 		$585K Sell
13,460
-100
-0.7% -$4.48K 0.34% 44
2023
Q2 		$574K Sell
13,560
-640
-5% -$21.2K 0.33% 45
2023
Q1 		$394K Sell
14,200
-2,260
-14% -$48.9K 0.24% 58
2022
Q4 		$241K Sell
16,460
-3,260
-17% -$47.8K 0.14% 95
2022
Q3 		$239K Sell
19,720
-1,410
-7% -$22.3K 0.24% 94
2022
Q2 		$320K Sell
21,130
-220
-1% -$4.15K 0.32% 75
2022
Q1 		$521K Sell
21,350
-20,420
-49% -$512K 0.54% 46
2021
Q4 		$1.23M Sell
41,770
-3,890
-9% -$107K 0.93% 31
2021
Q3 		$946K Buy
45,660
+1,060
+2% +$22K 0.71% 35
2021
Q2 		$923K Buy
+44,600
New +$715K 0.67% 43

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

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

Phoenix Wealth Advisors increased its NVIDIA (NVDA) stake by 0.27% in Q2 2026, buying an estimated $3.91K and bringing the position to 7,104 shares worth $1.42M. The position accounts for 0.48% of the portfolio, ranked #43.

Phoenix Wealth Advisors first reported a position in NVDA in Q2 2021 and has held it in 21 quarters since. 5,934 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Phoenix Wealth Advisors held 7,104 shares of NVIDIA worth $1.42M as of Q2 2026.
  • Phoenix Wealth Advisors bought 19 NVIDIA shares in Q2 2026, an estimated $3.91K.
  • NVIDIA made up 0.48% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Phoenix Wealth Advisors first reported a position in NVIDIA in Q2 2021 and has held it in 21 quarters since.
  • 5,934 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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