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Sage Mountain Advisors’s NVIDIA NVDA Stock Holding History

Sage Mountain 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 		$3.39M Buy
16,937
+7,574
+81% +$1.56M 0.21% 54
2026
Q1 		$1.63M Sell
9,363
-179,778
-95% -$33M 0.11% 74
2025
Q4 		$35.3M Sell
189,141
-3,584
-2% -$667K 1.87% 10
2025
Q3 		$36M Buy
192,725
+24,476
+15% +$4.27M 2.06% 10
2025
Q2 		$26.6M Buy
168,249
+31,635
+23% +$3.98M 1.73% 11
2025
Q1 		$14.8M Buy
136,614
+3,030
+2% +$384K 1.09% 15
2024
Q4 		$17.9M Buy
133,584
+19,888
+17% +$2.74M 1.31% 13
2024
Q3 		$13.8M Buy
113,696
+5,095
+5% +$602K 1.18% 14
2024
Q2 		$13.4M Buy
108,601
+19,821
+22% +$2M 1.24% 13
2024
Q1 		$8.02M Buy
88,780
+5,590
+7% +$405K 0.83% 20
2023
Q4 		$4.12M Sell
83,190
-5,050
-6% -$234K 0.48% 32
2023
Q3 		$3.84M Buy
88,240
+7,530
+9% +$337K 0.53% 31
2023
Q2 		$3.41M Buy
80,710
+4,200
+5% +$139K 0.49% 33
2023
Q1 		$2.13M Buy
76,510
+35,730
+88% +$773K 0.34% 39
2022
Q4 		$596K Buy
40,780
+2,940
+8% +$43.1K 0.14% 62
2022
Q3 		$459K Sell
37,840
-380
-1% -$6.01K 0.12% 77
2022
Q2 		$579K Buy
38,220
+1,410
+4% +$26.6K 0.1% 193
2022
Q1 		$1M Buy
36,810
+5,750
+19% +$144K 0.16% 108
2021
Q4 		$913K Buy
31,060
+7,270
+31% +$200K 0.11% 158
2021
Q3 		$493K Buy
23,790
+1,110
+5% +$23K 0.07% 260
2021
Q2 		$454K Buy
22,680
+7,360
+48% +$118K 0.08% 248
2021
Q1 		$204K Buy
+15,320
New +$206K 0.04% 298

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 Mountain Advisors's NVDA Position: Q2 2026 in Review

Sage Mountain Advisors increased its NVIDIA (NVDA) stake by 81% in Q2 2026, buying an estimated $1.56M and bringing the position to 16,937 shares worth $3.39M. The position accounts for 0.21% of the portfolio, ranked #54.

Sage Mountain Advisors first reported a position in NVDA in Q1 2021 and has held it in 22 quarters since. The position peaked at $36M in Q3 2025. 5,972 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Sage Mountain Advisors held 16,937 shares of NVIDIA worth $3.39M as of Q2 2026.
  • Sage Mountain Advisors bought 7,574 NVIDIA shares in Q2 2026, an estimated $1.56M.
  • NVIDIA made up 0.21% of Sage Mountain Advisors's portfolio in Q2 2026, its #54 holding.
  • Sage Mountain Advisors first reported a position in NVIDIA in Q1 2021 and has held it in 22 quarters since.
  • Sage Mountain Advisors's NVIDIA position peaked at $36M in Q3 2025.
  • 5,972 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.