Waystone Advisors’s NVIDIA NVDA Stock Holding History

Waystone 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	$5.53M	Buy	27,614 +1,426	+5%	+$293K	4.12%	5
2026 Q1	$4.57M	Buy	26,188 +960	+4%	+$176K	4.08%	5
2025 Q4	$4.71M	Buy	+25,228	New	+$4.7M	4.04%	5

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

Waystone Advisors's NVDA Position: Q2 2026 in Review

Waystone Advisors increased its NVIDIA (NVDA) stake by 5.4% in Q2 2026, buying an estimated $293K and bringing the position to 27,614 shares worth $5.53M. The position accounts for 4.12% of the portfolio, ranked #5.

Waystone Advisors first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Waystone Advisors held 27,614 shares of NVIDIA worth $5.53M as of Q2 2026.
Waystone Advisors bought 1,426 NVIDIA shares in Q2 2026, an estimated $293K.
NVIDIA made up 4.12% of Waystone Advisors's portfolio in Q2 2026, its #5 holding.
Waystone Advisors first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Waystone Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.