Schneider Downs Wealth Management Advisors’s NVIDIA NVDA Stock Holding History

Schneider Downs Wealth Management 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	$1.67M	Buy	8,335 +608	+8%	+$125K	0.16%	58
2026 Q1	$1.35M	Buy	7,727 +99	+1%	+$18.2K	0.15%	58
2025 Q4	$1.42M	Sell	7,628 -7	-0.1%	-$1.3K	0.16%	55
2025 Q3	$1.42M	Buy	7,635 +2,604	+52%	+$454K	0.17%	55
2025 Q2	$795K	Sell	5,031 -2,709	-35%	-$341K	0.12%	75
2025 Q1	$839K	Buy	7,740 +31	+0.4%	+$3.93K	0.15%	61
2024 Q4	$1.04M	Hold	7,709	–	–	0.19%	57
2024 Q3	$936K	Buy	7,709 +300	+4%	+$35.4K	0.19%	54
2024 Q2	$915K	Sell	7,409 -731	-9%	-$73.9K	0.2%	54
2024 Q1	$735K	Sell	8,140 -130	-2%	-$9.42K	0.17%	58
2023 Q4	$410K	Buy	+8,270	New	+$383K	0.11%	77
2022 Q2	–	Sell	-11,940	Closed	-$326K	–	148
2022 Q1	$326K	Buy	11,940 +600	+5%	+$15K	0.08%	102
2021 Q4	$334K	Sell	11,340 -290	-2%	-$7.98K	0.08%	107
2021 Q3	$241K	Sell	11,630 -330	-3%	-$6.85K	0.06%	126
2021 Q2	$239K	Buy	+11,960	New	+$192K	0.06%	124

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's NVDA Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its NVIDIA (NVDA) stake by 7.9% in Q2 2026, buying an estimated $125K and bringing the position to 8,335 shares worth $1.67M. The position accounts for 0.16% of the portfolio, ranked #58.

Schneider Downs Wealth Management Advisors first reported a position in NVDA in Q2 2021 and has held it in 15 quarters since. 5,935 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Schneider Downs Wealth Management Advisors held 8,335 shares of NVIDIA worth $1.67M as of Q2 2026.
Schneider Downs Wealth Management Advisors bought 608 NVIDIA shares in Q2 2026, an estimated $125K.
NVIDIA made up 0.16% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #58 holding.
Schneider Downs Wealth Management Advisors first reported a position in NVIDIA in Q2 2021 and has held it in 15 quarters since.
5,935 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.