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Waterford Advisors’s NVIDIA NVDA Stock Holding History

Waterford 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 		$1.23M Sell
6,155
-47
-0.8% -$9.66K 0.34% 24
2026
Q1 		$1.02M Hold
6,202
– – 0.32% 27
2025
Q4 		$1.16M Buy
6,202
+190
+3% +$35.4K 0.45% 20
2025
Q3 		$1.12M Sell
6,012
-8,006
-57% -$1.4M 0.39% 24
2025
Q2 		$928K Buy
14,018
+8,008
+133% +$1.01M 0.34% 27
2025
Q1 		$651K Buy
6,010
+734
+14% +$93K 0.27% 29
2024
Q4 		$709K Sell
5,276
-1,034
-16% -$143K 0.36% 23
2024
Q3 		$766K Sell
6,310
-300
-5% -$35.4K 0.39% 23
2024
Q2 		$817K Buy
6,610
+650
+11% +$65.7K 0.34% 27
2024
Q1 		$539K Hold
5,960
– – 0.23% 32
2023
Q4 		$295K Hold
5,960
– – 0.14% 42
2023
Q3 		$259K Buy
5,960
+1,000
+20% +$44.8K 0.15% 40
2023
Q2 		$210K Buy
+4,960
New +$165K 0.1% 51

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

Waterford Advisors's NVDA Position: Q2 2026 in Review

Waterford Advisors reduced its NVIDIA (NVDA) stake by 0.76% in Q2 2026, selling an estimated $9.66K and leaving 6,155 shares worth $1.23M. The position accounts for 0.34% of the portfolio, ranked #24.

Waterford Advisors first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. 5,982 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Waterford Advisors held 6,155 shares of NVIDIA worth $1.23M as of Q2 2026.
  • Waterford Advisors sold 47 NVIDIA shares in Q2 2026, an estimated $9.66K.
  • NVIDIA made up 0.34% of Waterford Advisors's portfolio in Q2 2026, its #24 holding.
  • Waterford Advisors first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
  • 5,982 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.