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Rooted Wealth Advisors’s NVIDIA NVDA Stock Holding History

Rooted 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
26,256
+1,090
+4% +$224K 1.29% 20
2026
Q1 		$5.08M Buy
25,166
+6,073
+32% +$1.11M 1.34% 19
2025
Q4 		$3.33M Buy
19,093
+403
+2% +$75K 0.94% 25
2025
Q3 		$3.51M Buy
18,690
+1,281
+7% +$223K 1.07% 23
2025
Q2 		$2.87M Buy
17,409
+393
+2% +$49.5K 0.99% 25
2025
Q1 		$1.6M Buy
17,016
+795
+5% +$101K 0.69% 28
2024
Q4 		$2.27M Sell
16,221
-555
-3% -$76.5K 0.89% 26
2024
Q3 		$2.14M Buy
16,776
+2,200
+15% +$260K 0.96% 23
2024
Q2 		$1.76M Buy
14,576
+106
+0.7% +$10.7K 0.78% 30
2024
Q1 		$1.29M Buy
14,470
+2,930
+25% +$212K 0.64% 34
2023
Q4 		$787K Sell
11,540
-1,090
-9% -$50.5K 0.41% 41
2023
Q3 		$623K Sell
12,630
-3,450
-21% -$155K 0.38% 43
2023
Q2 		$680K Sell
16,080
-2,580
-14% -$85.7K 0.46% 36
2023
Q1 		$499K Buy
18,660
+2,000
+12% +$43.3K 0.37% 48
2022
Q4 		$243K Buy
+16,660
New +$244K 0.2% 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

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

Rooted Wealth Advisors increased its NVIDIA (NVDA) stake by 4.3% in Q2 2026, buying an estimated $224K and bringing the position to 26,256 shares worth $5.25M. The position accounts for 1.29% of the portfolio, ranked #20.

Rooted Wealth Advisors first reported a position in NVDA in Q4 2022 and has held it in 15 quarters since. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Rooted Wealth Advisors held 26,256 shares of NVIDIA worth $5.25M as of Q2 2026.
  • Rooted Wealth Advisors bought 1,090 NVIDIA shares in Q2 2026, an estimated $224K.
  • NVIDIA made up 1.29% of Rooted Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • Rooted Wealth Advisors first reported a position in NVIDIA in Q4 2022 and has held it in 15 quarters since.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.