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Valued Wealth Advisors’s NVIDIA NVDA Stock Holding History

Valued 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 		$553K Sell
2,764
-69
-2% -$14.2K 0.2% 29
2026
Q1 		$494K Sell
2,833
-291
-9% -$53.4K 0.2% 30
2025
Q4 		$583K Buy
3,124
+418
+15% +$77.8K 0.26% 26
2025
Q3 		$505K Buy
2,706
+118
+5% +$20.6K 0.23% 28
2025
Q2 		$409K Buy
2,588
+844
+48% +$106K 0.21% 29
2025
Q1 		$189K Sell
1,744
-454
-21% -$57.5K 0.11% 37
2024
Q4 		$295K Sell
2,198
-566
-20% -$78K 0.18% 31
2024
Q3 		$336K Buy
2,764
+237
+9% +$28K 0.22% 27
2024
Q2 		$312K Buy
2,527
+617
+32% +$62.4K 0.21% 27
2024
Q1 		$173K Buy
1,910
+870
+84% +$63.1K 0.12% 33
2023
Q4 		$45.3K Buy
+1,040
New +$48.2K 0.04% 52

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

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

Valued Wealth Advisors reduced its NVIDIA (NVDA) stake by 2.4% in Q2 2026, selling an estimated $14.2K and leaving 2,764 shares worth $553K. The position accounts for 0.2% of the portfolio, ranked #29.

Valued Wealth Advisors first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $583K in Q4 2025. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Valued Wealth Advisors held 2,764 shares of NVIDIA worth $553K as of Q2 2026.
  • Valued Wealth Advisors sold 69 NVIDIA shares in Q2 2026, an estimated $14.2K.
  • NVIDIA made up 0.2% of Valued Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Valued Wealth Advisors first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's NVIDIA position peaked at $583K in Q4 2025.
  • 5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.