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Spectrum Wealth Advisory Group’s NVIDIA NVDA Stock Holding History

Spectrum Wealth 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 		$1.4M Buy
7,008
+259
+4% +$53.3K 0.4% 31
2026
Q1 		$1.18M Buy
6,749
+536
+9% +$98.3K 0.44% 32
2025
Q4 		$1.16M Buy
6,213
+750
+14% +$140K 0.43% 30
2025
Q3 		$1.02M Buy
5,463
+191
+4% +$33.3K 0.42% 29
2025
Q2 		$833K Buy
5,272
+3,074
+140% +$387K 0.39% 26
2025
Q1 		$238K Buy
+2,198
New +$279K 0.11% 49

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

Spectrum Wealth Advisory Group's NVDA Position: Q2 2026 in Review

Spectrum Wealth Advisory Group increased its NVIDIA (NVDA) stake by 3.8% in Q2 2026, buying an estimated $53.3K and bringing the position to 7,008 shares worth $1.4M. The position accounts for 0.4% of the portfolio, ranked #31.

Spectrum Wealth Advisory Group first reported a position in NVDA in Q1 2025 and has held it in 6 quarters since. 5,973 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Spectrum Wealth Advisory Group held 7,008 shares of NVIDIA worth $1.4M as of Q2 2026.
  • Spectrum Wealth Advisory Group bought 259 NVIDIA shares in Q2 2026, an estimated $53.3K.
  • NVIDIA made up 0.4% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #31 holding.
  • Spectrum Wealth Advisory Group first reported a position in NVIDIA in Q1 2025 and has held it in 6 quarters since.
  • 5,973 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.