SIA
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Sage Investment Advisers’s NVIDIA NVDA Stock Holding History

Sage Investment Advisers’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 		$771K Sell
3,854
-258
-6% -$53K 0.52% 44
2026
Q1 		$723K Buy
4,112
+79
+2% +$14.5K 0.54% 45
2025
Q4 		$752K Buy
+4,033
New +$751K 0.56% 45
2024
Q3 		$304K Buy
2,506
+560
+29% +$66.1K 0.32% 54
2024
Q2 		$240K Sell
1,946
-2,084
-52% -$211K 0.27% 60
2024
Q1 		$364K Sell
4,030
-850
-17% -$61.6K 0.42% 48
2023
Q4 		$242K Buy
+4,880
New +$226K 0.29% 56

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

Sage Investment Advisers's NVDA Position: Q2 2026 in Review

Sage Investment Advisers reduced its NVIDIA (NVDA) stake by 6.3% in Q2 2026, selling an estimated $53K and leaving 3,854 shares worth $771K. The position accounts for 0.52% of the portfolio, ranked #44.

Sage Investment Advisers first reported a position in NVDA in Q4 2023 and has held it in 7 quarters since. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Sage Investment Advisers held 3,854 shares of NVIDIA worth $771K as of Q2 2026.
  • Sage Investment Advisers sold 258 NVIDIA shares in Q2 2026, an estimated $53K.
  • NVIDIA made up 0.52% of Sage Investment Advisers's portfolio in Q2 2026, its #44 holding.
  • Sage Investment Advisers first reported a position in NVIDIA in Q4 2023 and has held it in 7 quarters since.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.