VA
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Valmark Advisers’s NVIDIA NVDA Stock Holding History

Valmark Advisers’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 		$20.1M Buy
100,387
+1,572
+2% +$323K 0.21% 63
2026
Q1 		$17.2M Sell
98,815
-3,989
-4% -$732K 0.2% 66
2025
Q4 		$19.2M Buy
102,804
+25,196
+32% +$4.69M 0.24% 62
2025
Q3 		$14.5M Sell
77,608
-31,189
-29% -$5.44M 0.19% 66
2025
Q2 		$17.2M Buy
108,797
+443
+0.4% +$55.7K 0.24% 59
2025
Q1 		$11.7M Sell
108,354
-13,721
-11% -$1.74M 0.18% 69
2024
Q4 		$16.4M Sell
122,075
-9,245
-7% -$1.27M 0.25% 54
2024
Q3 		$15.9M Buy
131,320
+2,784
+2% +$329K 0.25% 53
2024
Q2 		$15.9M Buy
128,536
+7,926
+7% +$801K 0.27% 52
2024
Q1 		$10.9M Buy
120,610
+8,770
+8% +$636K 0.19% 58
2023
Q4 		$5.54M Buy
111,840
+14,900
+15% +$691K 0.1% 80
2023
Q3 		$4.22M Buy
96,940
+1,610
+2% +$72.1K 0.09% 87
2023
Q2 		$4.03M Buy
95,330
+6,120
+7% +$203K 0.08% 90
2023
Q1 		$2.48M Buy
89,210
+30,420
+52% +$658K 0.05% 123
2022
Q4 		$859K Buy
58,790
+5,150
+10% +$75.5K 0.02% 231
2022
Q3 		$651K Sell
53,640
-7,890
-13% -$125K 0.01% 246
2022
Q2 		$933K Buy
61,530
+21,930
+55% +$414K 0.02% 199
2022
Q1 		$1.08M Buy
39,600
+3,180
+9% +$79.8K 0.02% 200
2021
Q4 		$1.07M Sell
36,420
-29,190
-44% -$803K 0.02% 189
2021
Q3 		$1.36M Buy
65,610
+22,410
+52% +$465K 0.02% 148
2021
Q2 		$864K Sell
43,200
-4,080
-9% -$65.4K 0.02% 205
2021
Q1 		$631K Buy
47,280
+15,000
+46% +$202K 0.01% 241
2020
Q4 		$421K Buy
32,280
+8,840
+38% +$118K 0.01% 268
2020
Q3 		$317K Buy
+23,440
New +$273K 0.01% 228

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

Valmark Advisers's NVDA Position: Q2 2026 in Review

Valmark Advisers increased its NVIDIA (NVDA) stake by 1.6% in Q2 2026, buying an estimated $323K and bringing the position to 100,387 shares worth $20.1M. The position accounts for 0.21% of the portfolio, ranked #63.

Valmark Advisers first reported a position in NVDA in Q3 2020 and has held it in 24 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Valmark Advisers held 100,387 shares of NVIDIA worth $20.1M as of Q2 2026.
  • Valmark Advisers bought 1,572 NVIDIA shares in Q2 2026, an estimated $323K.
  • NVIDIA made up 0.21% of Valmark Advisers's portfolio in Q2 2026, its #63 holding.
  • Valmark Advisers first reported a position in NVIDIA in Q3 2020 and has held it in 24 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.