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SOA Wealth Advisors’s NVIDIA NVDA Stock Holding History

SOA Wealth 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 		$25.2M Sell
153,231
-7,239
-5% -$1.49M 4.24% 4
2026
Q1 		$22.2M Buy
160,470
+780
+0.5% +$143K 4.19% 4
2025
Q4 		$23.6M Sell
159,690
-487
-0.3% -$90.7K 3.98% 4
2025
Q3 		$23.7M Buy
160,177
+3,999
+3% +$697K 4.06% 4
2025
Q2 		$19.4M Sell
156,178
-3,613
-2% -$455K 3.65% 4
2025
Q1 		$13.4M Buy
159,791
+39,529
+33% +$5.01M 2.79% 5
2024
Q4 		$16.1M Sell
120,262
-372
-0.3% -$51.3K 2.97% 5
2024
Q3 		$14.6M Buy
120,634
+350
+0.3% +$41.3K 2.79% 5
2024
Q2 		$14.9M Buy
120,284
+14,274
+13% +$1.44M 2.99% 5
2024
Q1 		$9.58M Buy
106,010
+1,290
+1% +$93.5K 1.98% 10
2023
Q4 		$5.19M Buy
104,720
+560
+0.5% +$26K 1.15% 19
2023
Q3 		$4.53M Sell
104,160
-26,690
-20% -$1.2M 1.13% 20
2023
Q2 		$5.54M Sell
130,850
-173,840
-57% -$5.77M 1.3% 19
2023
Q1 		$8.46M Sell
304,690
-1,930
-0.6% -$41.8K 2.09% 8
2022
Q4 		$4.48M Sell
306,620
-2,610
-0.8% -$38.3K 1.21% 21
2022
Q3 		$3.75M Buy
309,230
+5,790
+2% +$91.5K 1.13% 24
2022
Q2 		$4.6M Buy
303,440
+15,600
+5% +$294K 1.36% 18
2022
Q1 		$7.85M Buy
287,840
+3,880
+1% +$97.3K 1.92% 11
2021
Q4 		$8.4M Buy
283,960
+3,330
+1% +$91.6K 2.03% 9
2021
Q3 		$5.81M Buy
280,630
+17,870
+7% +$371K 1.49% 16
2021
Q2 		$5.26M Buy
262,760
+36,360
+16% +$583K 1.35% 19
2021
Q1 		$3.02M Buy
226,400
+17,600
+8% +$237K 0.85% 35
2020
Q4 		$3.08M Buy
+208,800
New +$2.8M 0.84% 35

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

SOA Wealth Advisors's NVDA Position: Q2 2026 in Review

SOA Wealth Advisors reduced its NVIDIA (NVDA) stake by 4.5% in Q2 2026, selling an estimated $1.49M and leaving 153,231 shares worth $25.2M. The position accounts for 4.24% of the portfolio, ranked #4.

SOA Wealth Advisors first reported a position in NVDA in Q4 2020 and has held it in 23 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • SOA Wealth Advisors held 153,231 shares of NVIDIA worth $25.2M as of Q2 2026.
  • SOA Wealth Advisors sold 7,239 NVIDIA shares in Q2 2026, an estimated $1.49M.
  • NVIDIA made up 4.24% of SOA Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • SOA Wealth Advisors first reported a position in NVIDIA in Q4 2020 and has held it in 23 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.