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Tandem Wealth Advisors’s NVIDIA NVDA Stock Holding History

Tandem 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 		$1.56M Buy
7,773
+253
+3% +$52K 0.62% 21
2026
Q1 		$1.31M Buy
7,520
+268
+4% +$49.2K 0.58% 18
2025
Q4 		$1.35M Buy
7,252
+2,280
+46% +$424K 0.61% 18
2025
Q3 		$928K Sell
4,972
-1,685
-25% -$294K 0.44% 21
2025
Q2 		$1.05M Buy
6,657
+1,082
+19% +$136K 0.52% 19
2025
Q1 		$604K Sell
5,575
-195
-3% -$24.7K 0.32% 27
2024
Q4 		$775K Buy
5,770
+655
+13% +$90.3K 0.4% 24
2024
Q3 		$621K Sell
5,115
-345
-6% -$40.8K 0.31% 22
2024
Q2 		$675K Sell
5,460
-190
-3% -$19.2K 0.36% 21
2024
Q1 		$511K Sell
5,650
-880
-13% -$63.8K 0.28% 23
2023
Q4 		$323K Hold
6,530
– – 0.19% 35
2023
Q3 		$284K Buy
6,530
+70
+1% +$3.14K 0.17% 36
2023
Q2 		$273K Sell
6,460
-8,240
-56% -$274K 0.17% 36
2023
Q1 		$408K Sell
14,700
-110
-0.7% -$2.38K 0.25% 24
2022
Q4 		$216K Buy
+14,810
New +$217K 0.14% 46

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

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

Tandem Wealth Advisors increased its NVIDIA (NVDA) stake by 3.4% in Q2 2026, buying an estimated $52K and bringing the position to 7,773 shares worth $1.56M. The position accounts for 0.62% of the portfolio, ranked #21.

Tandem Wealth Advisors first reported a position in NVDA in Q4 2022 and has held it in 15 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Tandem Wealth Advisors held 7,773 shares of NVIDIA worth $1.56M as of Q2 2026.
  • Tandem Wealth Advisors bought 253 NVIDIA shares in Q2 2026, an estimated $52K.
  • NVIDIA made up 0.62% of Tandem Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Tandem Wealth Advisors first reported a position in NVIDIA in Q4 2022 and has held it in 15 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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