Wallace Advisory Group’s NVIDIA NVDA Stock Holding History

Wallace Advisory 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	$2.31M	Buy	11,546 +1,704	+17%	+$350K	2.17%	7
2026 Q1	$1.72M	Buy	9,842 +1,293	+15%	+$237K	1.83%	9
2025 Q4	$1.59M	Sell	8,549 -3,451	-29%	-$642K	1.67%	11
2025 Q3	$1.9M	Sell	12,000 -964	-7%	-$168K	1.52%	11
2025 Q2	$1.41M	Buy	12,964 +1,430	+12%	+$180K	1.02%	23
2025 Q1	$1.55M	Buy	11,534 +1,690	+17%	+$214K	1.07%	18
2024 Q4	$1.2M	Buy	9,844 +1,302	+15%	+$179K	0.83%	28
2024 Q3	$1.06M	Hold	8,542	–	–	0.77%	29
2024 Q2	$1.06M	Sell	8,542 -3,858	-31%	-$390K	0.76%	29
2024 Q1	$614K	Sell	12,400 -1,500	-11%	-$109K	0.46%	54
2023 Q4	$605K	Sell	13,900 -1,300	-9%	-$60.2K	0.47%	43
2023 Q3	$643K	Sell	15,200 -4,730	-24%	-$212K	0.46%	42
2023 Q2	$554K	Hold	19,930	–	–	0.42%	59
2023 Q1	$554K	Sell	19,930 -8,970	-31%	-$194K	0.42%	59
2022 Q4	$422K	Buy	+28,900	New	+$424K	0.33%	82

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wallace Advisory Group's NVDA Position: Q2 2026 in Review

Wallace Advisory Group increased its NVIDIA (NVDA) stake by 17% in Q2 2026, buying an estimated $350K and bringing the position to 11,546 shares worth $2.31M. The position accounts for 2.17% of the portfolio, ranked #7.

Wallace Advisory Group first reported a position in NVDA in Q4 2022 and has held it in 15 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Wallace Advisory Group held 11,546 shares of NVIDIA worth $2.31M as of Q2 2026.
Wallace Advisory Group bought 1,704 NVIDIA shares in Q2 2026, an estimated $350K.
NVIDIA made up 2.17% of Wallace Advisory Group's portfolio in Q2 2026, its #7 holding.
Wallace Advisory Group first reported a position in NVIDIA in Q4 2022 and has held it in 15 quarters since.
5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.