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SageView Advisory Group’s NVIDIA NVDA Stock Holding History

SageView 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 		$29.1M Sell
145,314
-3,865
-3% -$795K 0.95% 13
2026
Q1 		$26M Sell
149,179
-10,533
-7% -$1.93M 0.95% 14
2025
Q4 		$29.8M Sell
159,712
-1,833
-1% -$341K 1.01% 14
2025
Q3 		$30.1M Buy
161,545
+6,975
+5% +$1.22M 1.04% 14
2025
Q2 		$27.3M Buy
154,570
+3,595
+2% +$452K 1.03% 14
2025
Q1 		$16.4M Sell
150,975
-7,371
-5% -$934K 0.7% 18
2024
Q4 		$21.3M Buy
158,346
+33,643
+27% +$4.64M 0.92% 16
2024
Q3 		$15.1M Buy
124,703
+1,129
+0.9% +$133K 0.77% 16
2024
Q2 		$15.3M Buy
+123,574
New +$12.5M 0.71% 20
2024
Q1 		– Sell
-164,930
Closed -$10.4M – 698
2023
Q4 		$10.4M Buy
164,930
+65,890
+67% +$3.05M 0.45% 30
2023
Q3 		$4.31M Buy
99,040
+47,820
+93% +$2.14M 0.25% 59
2023
Q2 		$2.17M Buy
51,220
+11,970
+30% +$397K 0.12% 112
2023
Q1 		$1.09M Buy
39,250
+7,550
+24% +$163K 0.07% 190
2022
Q4 		$463K Buy
+31,700
New +$465K 0.04% 249

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

SageView Advisory Group's NVDA Position: Q2 2026 in Review

SageView Advisory Group reduced its NVIDIA (NVDA) stake by 2.6% in Q2 2026, selling an estimated $795K and leaving 145,314 shares worth $29.1M. The position accounts for 0.95% of the portfolio, ranked #13.

SageView Advisory Group first reported a position in NVDA in Q4 2022 and has held it in 14 quarters since. The position peaked at $30.1M in Q3 2025. 5,979 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • SageView Advisory Group held 145,314 shares of NVIDIA worth $29.1M as of Q2 2026.
  • SageView Advisory Group sold 3,865 NVIDIA shares in Q2 2026, an estimated $795K.
  • NVIDIA made up 0.95% of SageView Advisory Group's portfolio in Q2 2026, its #13 holding.
  • SageView Advisory Group first reported a position in NVIDIA in Q4 2022 and has held it in 14 quarters since.
  • SageView Advisory Group's NVIDIA position peaked at $30.1M in Q3 2025.
  • 5,979 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.