VWA
NVDA icon

VSM Wealth Advisory’s NVIDIA NVDA Stock Holding History

VSM Wealth Advisory’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 		$370K Sell
1,848
-31
-2% -$6.37K 0.1% 85
2026
Q1 		$328K Buy
1,879
+28
+2% +$5.14K 0.1% 83
2025
Q4 		$345K Buy
1,851
+67
+4% +$12.5K 0.1% 73
2025
Q3 		$333K Sell
1,784
-32
-2% -$5.58K 0.1% 68
2025
Q2 		$287K Sell
1,816
-407
-18% -$51.2K 0.09% 77
2025
Q1 		$241K Buy
2,223
+86
+4% +$10.9K 0.09% 80
2024
Q4 		$287K Buy
+2,137
New +$295K 0.1% 72

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

VSM Wealth Advisory's NVDA Position: Q2 2026 in Review

VSM Wealth Advisory reduced its NVIDIA (NVDA) stake by 1.6% in Q2 2026, selling an estimated $6.37K and leaving 1,848 shares worth $370K. The position accounts for 0.1% of the portfolio, ranked #85.

VSM Wealth Advisory first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • VSM Wealth Advisory held 1,848 shares of NVIDIA worth $370K as of Q2 2026.
  • VSM Wealth Advisory sold 31 NVIDIA shares in Q2 2026, an estimated $6.37K.
  • NVIDIA made up 0.1% of VSM Wealth Advisory's portfolio in Q2 2026, its #85 holding.
  • VSM Wealth Advisory first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.