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Prevail Innovative Wealth Advisors’s NVIDIA NVDA Stock Holding History

Prevail Innovative 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 		$5.04M Sell
25,205
-13,352
-35% -$2.75M 0.75% 45
2026
Q1 		$6.72M Buy
38,557
+3,888
+11% +$713K 1.13% 36
2025
Q4 		$6.47M Buy
34,669
+164
+0.5% +$30.5K 1.16% 18
2025
Q3 		$6.44M Sell
34,505
-37,545
-52% -$6.54M 1.25% 15
2025
Q2 		$11.4M Buy
72,050
+3,963
+6% +$499K 2.55% 3
2025
Q1 		$7.38M Buy
68,087
+21,169
+45% +$2.68M 1.97% 6
2024
Q4 		$6.3M Buy
46,918
+12,560
+37% +$1.73M 1.82% 10
2024
Q3 		$4.17M Buy
34,358
+30,525
+796% +$3.61M 1.27% 21
2024
Q2 		$474K Buy
3,833
+933
+32% +$94.3K 0.17% 116
2024
Q1 		$262K Sell
2,900
-54,420
-95% -$3.94M 0.1% 143
2023
Q4 		$2.84M Buy
57,320
+16,330
+40% +$757K 1.35% 20
2023
Q3 		$1.78M Buy
40,990
+32,670
+393% +$1.46M 0.93% 42
2023
Q2 		$352K Buy
+8,320
New +$276K 0.19% 76

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

Prevail Innovative Wealth Advisors's NVDA Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors reduced its NVIDIA (NVDA) stake by 35% in Q2 2026, selling an estimated $2.75M and leaving 25,205 shares worth $5.04M. The position accounts for 0.75% of the portfolio, ranked #45.

Prevail Innovative Wealth Advisors first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.4M in Q2 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 25,205 shares of NVIDIA worth $5.04M as of Q2 2026.
  • Prevail Innovative Wealth Advisors sold 13,352 NVIDIA shares in Q2 2026, an estimated $2.75M.
  • NVIDIA made up 0.75% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Prevail Innovative Wealth Advisors first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
  • Prevail Innovative Wealth Advisors's NVIDIA position peaked at $11.4M in Q2 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.