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Safeguard Investment Advisory Group’s NVIDIA NVDA Stock Holding History

Safeguard Investment Advisory Group’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 		$6.18M Buy
30,881
+1,185
+4% +$244K 1.43% 12
2026
Q1 		$5.18M Sell
29,696
-952
-3% -$175K 1.43% 12
2025
Q4 		$5.72M Buy
30,648
+637
+2% +$119K 1.46% 11
2025
Q3 		$5.6M Sell
30,011
-2,735
-8% -$477K 1.39% 11
2025
Q2 		$5.17M Sell
32,746
-3,939
-11% -$496K 1.29% 11
2025
Q1 		$3.98M Buy
36,685
+13,407
+58% +$1.7M 1.08% 13
2024
Q4 		$3.13M Sell
23,278
-38
-0.2% -$5.24K 0.86% 15
2024
Q3 		$2.83M Buy
23,316
+2,141
+10% +$253K 0.81% 15
2024
Q2 		$2.62M Buy
21,175
+1,915
+10% +$194K 0.81% 15
2024
Q1 		$1.74M Buy
19,260
+80
+0.4% +$5.8K 0.59% 18
2023
Q4 		$950K Buy
19,180
+770
+4% +$35.7K 0.36% 33
2023
Q3 		$801K Sell
18,410
-1,680
-8% -$75.3K 0.35% 35
2023
Q2 		$850K Buy
20,090
+620
+3% +$20.6K 0.36% 38
2023
Q1 		$541K Buy
19,470
+2,880
+17% +$62.3K 0.26% 46
2022
Q4 		$243K Buy
+16,590
New +$243K 0.15% 82
2022
Q3 		– Sell
-7,950
Closed -$216K – 103
2022
Q2 		$216K Hold
7,950
– – 0.13% 84
2022
Q1 		$216K Hold
7,950
– – 0.15% 76
2021
Q4 		$233K Buy
+7,950
New +$219K 0.14% 83
2021
Q1 		– Sell
-9,200
Closed -$120K – 488
2020
Q4 		$120K Buy
+9,200
New +$123K 0.11% 103

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 $3.38T AUM 44.17% 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

Safeguard Investment Advisory Group's NVDA Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its NVIDIA (NVDA) stake by 4% in Q2 2026, buying an estimated $244K and bringing the position to 30,881 shares worth $6.18M. The position accounts for 1.43% of the portfolio, ranked #12.

Safeguard Investment Advisory Group first reported a position in NVDA in Q4 2020 and has held it in 19 quarters since. 5,994 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Safeguard Investment Advisory Group held 30,881 shares of NVIDIA worth $6.18M as of Q2 2026.
  • Safeguard Investment Advisory Group bought 1,185 NVIDIA shares in Q2 2026, an estimated $244K.
  • NVIDIA made up 1.43% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #12 holding.
  • Safeguard Investment Advisory Group first reported a position in NVIDIA in Q4 2020 and has held it in 19 quarters since.
  • 5,994 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.