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Strata Wealth Advisors’s NVIDIA NVDA Stock Holding History

Strata 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 		$5.12M Buy
25,600
+1,533
+6% +$315K 1.25% 18
2026
Q1 		$4.2M Buy
24,067
+7
+0% +$1.28K 1.15% 18
2025
Q4 		$4.49M Buy
24,060
+50
+0.2% +$9.31K 1.25% 17
2025
Q3 		$4.48M Buy
24,010
+331
+1% +$57.7K 1.18% 18
2025
Q2 		$3.74M Buy
23,679
+3,355
+17% +$422K 1.03% 19
2025
Q1 		$2.2M Sell
20,324
-2,007
-9% -$254K 0.68% 22
2024
Q4 		$3M Buy
22,331
+2,196
+11% +$303K 0.94% 18
2024
Q3 		$2.45M Buy
20,135
+817
+4% +$96.5K 0.79% 18
2024
Q2 		$2.39M Buy
19,318
+3,398
+21% +$344K 0.82% 19
2024
Q1 		$1.44M Buy
15,920
+720
+5% +$52.2K 0.51% 24
2023
Q4 		$753K Buy
15,200
+1,130
+8% +$52.4K 0.3% 37
2023
Q3 		$612K Buy
+14,070
New +$630K 0.29% 28
2023
Q1 		$356K Buy
+12,830
New +$278K 0.18% 39

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

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

Strata Wealth Advisors increased its NVIDIA (NVDA) stake by 6.4% in Q2 2026, buying an estimated $315K and bringing the position to 25,600 shares worth $5.12M. The position accounts for 1.25% of the portfolio, ranked #18.

Strata Wealth Advisors first reported a position in NVDA in Q1 2023 and has held it in 13 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Strata Wealth Advisors held 25,600 shares of NVIDIA worth $5.12M as of Q2 2026.
  • Strata Wealth Advisors bought 1,533 NVIDIA shares in Q2 2026, an estimated $315K.
  • NVIDIA made up 1.25% of Strata Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Strata Wealth Advisors first reported a position in NVIDIA in Q1 2023 and has held it in 13 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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