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Strategic Wealth Investment Group’s NVIDIA NVDA Stock Holding History

Strategic Wealth Investment 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 		$21.6M Sell
108,010
-10,074
-9% -$2.07M 2.62% 9
2026
Q1 		$20.6M Sell
118,084
-650
-0.5% -$119K 2.61% 12
2025
Q4 		$22.1M Sell
118,734
-55,691
-32% -$10.4M 2.72% 11
2025
Q3 		$32.5M Buy
174,425
+160,040
+1,113% +$27.9M 2.74% 10
2025
Q2 		$2.27M Buy
14,385
+364
+3% +$45.8K 3.29% 7
2025
Q1 		$1.52M Sell
14,021
-186,706
-93% -$23.7M 2.64% 8
2024
Q4 		$27M Buy
200,727
+2,341
+1% +$323K 2.98% 9
2024
Q3 		$23.2M Buy
198,386
+89,599
+82% +$10.6M 2.49% 12
2024
Q2 		$13.5M Buy
+108,787
New +$11M 1.71% 18
2023
Q4 		$7.22M Buy
145,690
+7,390
+5% +$342K 1.08% 30
2023
Q3 		$6.02M Buy
138,300
+6,720
+5% +$301K 1.09% 31
2023
Q2 		$5.57M Buy
131,580
+5,240
+4% +$174K 0.88% 36
2023
Q1 		$3.51M Buy
126,340
+22,330
+21% +$483K 0.65% 42
2022
Q4 		$1.81M Buy
104,010
+42,990
+70% +$631K 0.42% 51
2022
Q3 		$741K Buy
61,020
+11,090
+22% +$175K 0.21% 56
2022
Q2 		$757K Buy
49,930
+40,590
+435% +$766K 0.19% 82
2022
Q1 		$255K Buy
+9,340
New +$234K 0.06% 88

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

Strategic Wealth Investment Group's NVDA Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its NVIDIA (NVDA) stake by 8.5% in Q2 2026, selling an estimated $2.07M and leaving 108,010 shares worth $21.6M. The position accounts for 2.62% of the portfolio, ranked #9.

Strategic Wealth Investment Group first reported a position in NVDA in Q1 2022 and has held it in 17 quarters since. The position peaked at $32.5M in Q3 2025. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Strategic Wealth Investment Group held 108,010 shares of NVIDIA worth $21.6M as of Q2 2026.
  • Strategic Wealth Investment Group sold 10,074 NVIDIA shares in Q2 2026, an estimated $2.07M.
  • NVIDIA made up 2.62% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #9 holding.
  • Strategic Wealth Investment Group first reported a position in NVIDIA in Q1 2022 and has held it in 17 quarters since.
  • Strategic Wealth Investment Group's NVIDIA position peaked at $32.5M in Q3 2025.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.