TWA
NVDA icon

Trace Wealth Advisors’s NVIDIA NVDA Stock Holding History

Trace 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 		$206K Buy
+1,032
New +$212K 0.14% 65
2026
Q1 		– Sell
-1,202
Closed -$224K – 72
2025
Q4 		$224K Sell
1,202
-132
-10% -$24.6K 0.16% 62
2025
Q3 		$249K Buy
+1,334
New +$233K 0.19% 58
2025
Q2 		– Sell
-2,795
Closed -$303K – 59
2025
Q1 		$303K Sell
2,795
-43
-2% -$5.45K 0.27% 48
2024
Q4 		$381K Buy
+2,838
New +$391K 0.34% 40

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

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

Trace Wealth Advisors opened a new position in NVIDIA (NVDA) in Q2 2026: 1,032 shares worth $206K. The stake represents 0.14% of the portfolio and ranks #65 among its holdings. This is a return to the name: Trace Wealth Advisors previously reported a position in NVDA as recently as Q4 2025.

Trace Wealth Advisors first reported a position in NVDA in Q4 2024 and has held it in 5 quarters since. The position peaked at $381K in Q4 2024. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Trace Wealth Advisors held 1,032 shares of NVIDIA worth $206K as of Q2 2026.
  • NVIDIA was a new Trace Wealth Advisors position in Q2 2026.
  • NVIDIA made up 0.14% of Trace Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • Trace Wealth Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 5 quarters since.
  • Trace Wealth Advisors's NVIDIA position peaked at $381K in Q4 2024.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Trace Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.