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United Capital Financial Advisors’s NVIDIA NVDA Stock Holding History

United Capital Financial 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 		$439M Buy
2,192,820
+50,862
+2% +$10.5M 2.42% 6
2026
Q1 		$374M Buy
2,141,958
+177,080
+9% +$32.5M 2.3% 6
2025
Q4 		$366M Buy
1,964,878
+147,498
+8% +$27.5M 2.21% 7
2025
Q3 		$339M Buy
1,817,380
+231,565
+15% +$40.4M 2.43% 7
2025
Q2 		$251M Buy
1,585,815
+666
+0% +$83.8K 2.02% 7
2025
Q1 		$172M Buy
1,585,149
+58,267
+4% +$7.38M 1.47% 12
2024
Q4 		$205M Sell
1,526,882
-13,083
-0.8% -$1.8M 1.73% 10
2024
Q3 		$187M Buy
1,539,965
+79,798
+5% +$9.43M 1.54% 12
2024
Q2 		$180M Sell
1,460,167
-185,163
-11% -$18.7M 1.55% 11
2024
Q1 		$149M Sell
1,645,330
-93,290
-5% -$6.76M 1.22% 13
2023
Q4 		$86.1M Buy
1,738,620
+437,310
+34% +$20.3M 0.71% 28
2023
Q3 		$56.6M Sell
1,301,310
-147,240
-10% -$6.6M 0.37% 57
2023
Q2 		$61.3M Sell
1,448,550
-411,740
-22% -$13.7M 0.33% 61
2023
Q1 		$51.7M Sell
1,860,290
-89,960
-5% -$1.95M 0.29% 71
2022
Q4 		$28.5M Sell
1,950,250
-222,460
-10% -$3.26M 0.16% 129
2022
Q3 		$26.4M Sell
2,172,710
-454,320
-17% -$7.18M 0.16% 131
2022
Q2 		$39.8M Buy
2,627,030
+253,670
+11% +$4.79M 0.22% 93
2022
Q1 		$64.8M Sell
2,373,360
-136,390
-5% -$3.42M 0.31% 67
2021
Q4 		$73.8M Sell
2,509,750
-2,820
-0.1% -$77.6K 0.34% 57
2021
Q3 		$52M Sell
2,512,570
-69,790
-3% -$1.45M 0.26% 76
2021
Q2 		$12.9M Buy
2,582,360
+94,520
+4% +$1.52M 0.07% 244
2021
Q1 		$33.2M Buy
2,487,840
+38,240
+2% +$514K 0.18% 119
2020
Q4 		$32M Buy
2,449,600
+83,080
+4% +$1.11M 0.19% 116
2020
Q3 		$32M Sell
2,366,520
-79,280
-3% -$922K 0.21% 111
2020
Q2 		$23.2M Buy
2,445,800
+595,800
+32% +$4.82M 0.17% 134
2020
Q1 		$12.2M Sell
1,850,000
-220,880
-11% -$1.39M 0.1% 204
2019
Q4 		$12.2M Sell
2,070,880
-148,120
-7% -$770K 0.08% 278
2019
Q3 		$9.66M Sell
2,219,000
-4,560
-0.2% -$19.2K 0.07% 294
2019
Q2 		$9.13M Buy
2,223,560
+144,720
+7% +$600K 0.06% 307
2019
Q1 		$9.33M Sell
2,078,840
-487,520
-19% -$1.89M 0.07% 301
2018
Q4 		$8.56M Buy
2,566,360
+250,200
+11% +$1.2M 0.07% 277
2018
Q3 		$16.3M Buy
2,316,160
+153,840
+7% +$1M 0.11% 202
2018
Q2 		$12.8M Buy
2,162,320
+285,000
+15% +$1.73M 0.1% 245
2018
Q1 		$10.4M Buy
1,877,320
+237,280
+14% +$1.39M 0.08% 282
2017
Q4 		$8.09M Sell
1,640,040
-520
-0% -$2.58K 0.06% 325
2017
Q3 		$7.33M Buy
1,640,560
+61,160
+4% +$254K 0.06% 329
2017
Q2 		$5.71M Buy
1,579,400
+194,600
+14% +$618K 0.05% 361
2017
Q1 		$3.77M Buy
1,384,800
+120,240
+10% +$320K 0.04% 427
2016
Q4 		$3.37M Sell
1,264,560
-404,960
-24% -$846K 0.03% 452
2016
Q3 		$2.86M Buy
1,669,520
+359,440
+27% +$531K 0.03% 497
2016
Q2 		$1.54M Sell
1,310,080
-174,840
-12% -$180K 0.02% 619
2016
Q1 		$1.33M Buy
1,484,920
+239,080
+19% +$182K 0.01% 631
2015
Q4 		$1.03M Sell
1,245,840
-1,217,160
-49% -$917K 0.01% 691
2015
Q3 		$1.52M Buy
2,463,000
+183,720
+8% +$99.4K 0.02% 582
2015
Q2 		$1.15M Buy
2,279,280
+1,071,840
+89% +$581K 0.01% 699
2015
Q1 		$670K Sell
1,207,440
-2,760
-0.2% -$1.47K 0.01% 812
2014
Q4 		$607K Buy
1,210,200
+97,680
+9% +$47.6K 0.01% 764
2014
Q3 		$513K Buy
1,112,520
+61,800
+6% +$29.1K 0.01% 790
2014
Q2 		$487K Buy
1,050,720
+57,840
+6% +$27K 0.01% 687
2014
Q1 		$445K Buy
+992,880
New +$425K 0.01% 656

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 Capital Financial Advisors's NVDA Position: Q2 2026 in Review

United Capital Financial Advisors increased its NVIDIA (NVDA) stake by 2.4% in Q2 2026, buying an estimated $10.5M and bringing the position to 2,192,820 shares worth $439M. The position accounts for 2.42% of the portfolio, ranked #6.

United Capital Financial Advisors first reported a position in NVDA in Q1 2014 and has held it in 50 quarters since. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • United Capital Financial Advisors held 2,192,820 shares of NVIDIA worth $439M as of Q2 2026.
  • United Capital Financial Advisors bought 50,862 NVIDIA shares in Q2 2026, an estimated $10.5M.
  • NVIDIA made up 2.42% of United Capital Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • United Capital Financial Advisors first reported a position in NVIDIA in Q1 2014 and has held it in 50 quarters since.
  • 5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.