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Strategies Wealth Advisors’s NVIDIA NVDA Stock Holding History

Strategies 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 		$11.9M Sell
59,499
-2,542
-4% -$523K 1.06% 15
2026
Q1 		$10.8M Buy
62,041
+472
+0.8% +$86.6K 1.09% 14
2025
Q4 		$11.5M Sell
61,569
-3,857
-6% -$718K 1.15% 14
2025
Q3 		$12.2M Buy
65,426
+13,383
+26% +$2.33M 1.27% 13
2025
Q2 		$8.22M Sell
52,043
-6,946
-12% -$874K 0.9% 16
2025
Q1 		$6.39M Buy
58,989
+33,931
+135% +$4.3M 0.78% 17
2024
Q4 		$3.28M Buy
+25,058
New +$3.45M 0.41% 25

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

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

Strategies Wealth Advisors reduced its NVIDIA (NVDA) stake by 4.1% in Q2 2026, selling an estimated $523K and leaving 59,499 shares worth $11.9M. The position accounts for 1.06% of the portfolio, ranked #15.

Strategies Wealth Advisors first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.2M in Q3 2025. 5,980 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Strategies Wealth Advisors held 59,499 shares of NVIDIA worth $11.9M as of Q2 2026.
  • Strategies Wealth Advisors sold 2,542 NVIDIA shares in Q2 2026, an estimated $523K.
  • NVIDIA made up 1.06% of Strategies Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Strategies Wealth Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • Strategies Wealth Advisors's NVIDIA position peaked at $12.2M in Q3 2025.
  • 5,980 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.