UAG
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United Advisor Group’s NVIDIA NVDA Stock Holding History

United Advisor 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 		$28.8M Sell
143,966
-909
-0.6% -$187K 3.04% 1
2026
Q1 		$25.3M Buy
144,875
+2,643
+2% +$485K 3.11% 1
2025
Q4 		$26.5M Sell
142,232
-5,098
-3% -$949K 3.31% 1
2025
Q3 		$27.5M Buy
147,330
+21,633
+17% +$3.77M 3.7% 1
2025
Q2 		$19.9M Buy
125,697
+7,930
+7% +$998K 3.43% 1
2025
Q1 		$12.8M Sell
117,767
-3,775
-3% -$478K 2.62% 3
2024
Q4 		$16.3M Sell
121,542
-1,731
-1% -$239K 3.23% 2
2024
Q3 		$15M Buy
123,273
+16,688
+16% +$1.97M 3.38% 2
2024
Q2 		$13.2M Sell
106,585
-1,155
-1% -$117K 4.09% 1
2024
Q1 		$9.73M Buy
+107,740
New +$7.81M 3.66% 1

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

United Advisor Group's NVDA Position: Q2 2026 in Review

United Advisor Group reduced its NVIDIA (NVDA) stake by 0.63% in Q2 2026, selling an estimated $187K and leaving 143,966 shares worth $28.8M. The position accounts for 3.04% of the portfolio, ranked #1.

United Advisor Group first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. 5,972 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • United Advisor Group held 143,966 shares of NVIDIA worth $28.8M as of Q2 2026.
  • United Advisor Group sold 909 NVIDIA shares in Q2 2026, an estimated $187K.
  • NVIDIA made up 3.04% of United Advisor Group's portfolio in Q2 2026, its #1 holding.
  • United Advisor Group first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
  • 5,972 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.