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Principia Wealth Advisory’s NVIDIA NVDA Stock Holding History

Principia Wealth Advisory’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 		$424K Sell
2,121
-133
-6% -$27.3K 0.21% 52
2026
Q1 		$393K Buy
2,254
+295
+15% +$54.1K 0.22% 52
2025
Q4 		$365K Buy
1,959
+694
+55% +$129K 0.23% 53
2025
Q3 		$236K Buy
1,265
+122
+11% +$21.3K 0.16% 68
2025
Q2 		$181K Buy
1,143
+414
+57% +$52.1K 0.15% 63
2025
Q1 		$83.3K Buy
729
+66
+10% +$8.37K 0.08% 76
2024
Q4 		$89K Buy
+663
New +$91.4K 0.08% 71

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

Principia Wealth Advisory's NVDA Position: Q2 2026 in Review

Principia Wealth Advisory reduced its NVIDIA (NVDA) stake by 5.9% in Q2 2026, selling an estimated $27.3K and leaving 2,121 shares worth $424K. The position accounts for 0.21% of the portfolio, ranked #52.

Principia Wealth Advisory first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Principia Wealth Advisory held 2,121 shares of NVIDIA worth $424K as of Q2 2026.
  • Principia Wealth Advisory sold 133 NVIDIA shares in Q2 2026, an estimated $27.3K.
  • NVIDIA made up 0.21% of Principia Wealth Advisory's portfolio in Q2 2026, its #52 holding.
  • Principia Wealth Advisory first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.