WBH Advisory’s NVIDIA NVDA Stock Holding History

WBH 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	$3.68M	Buy	18,413 +882	+5%	+$181K	0.25%	84
2026 Q1	$3.08M	Buy	17,531 +8,028	+84%	+$1.47M	0.23%	85
2025 Q4	$1.77M	Buy	9,503 +234	+3%	+$43.6K	0.13%	120
2025 Q3	$1.73M	Buy	9,269 +100	+1%	+$17.4K	0.13%	119
2025 Q2	$1.45M	Sell	9,169 -3	-0%	-$378	0.12%	123
2025 Q1	$994K	Hold	9,172	–	–	0.09%	154
2024 Q4	$1.23M	Sell	9,172 -582	-6%	-$80.2K	0.11%	132
2024 Q3	$1.18M	Buy	9,754 +169	+2%	+$20K	0.11%	136
2024 Q2	$1.18M	Sell	9,585 -125	-1%	-$12.6K	0.12%	132
2024 Q1	$878K	Buy	9,710 +1,350	+16%	+$97.8K	0.09%	162
2023 Q4	$414K	Sell	8,360 -340	-4%	-$15.8K	0.05%	229
2023 Q3	$379K	Buy	8,700 +40	+0.5%	+$1.79K	0.05%	230
2023 Q2	$366K	Buy	8,660 +530	+7%	+$17.6K	0.04%	237
2023 Q1	$226K	Buy	+8,130	New	+$176K	0.03%	289
2021 Q3	–	Sell	-55,120	Closed	-$266K	–	288
2021 Q2	$266K	Buy	+55,120	New	+$884K	0.04%	236

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

WBH Advisory's NVDA Position: Q2 2026 in Review

WBH Advisory increased its NVIDIA (NVDA) stake by 5% in Q2 2026, buying an estimated $181K and bringing the position to 18,413 shares worth $3.68M. The position accounts for 0.25% of the portfolio, ranked #84.

WBH Advisory first reported a position in NVDA in Q2 2021 and has held it in 15 quarters since. 5,980 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

WBH Advisory held 18,413 shares of NVIDIA worth $3.68M as of Q2 2026.
WBH Advisory bought 882 NVIDIA shares in Q2 2026, an estimated $181K.
NVIDIA made up 0.25% of WBH Advisory's portfolio in Q2 2026, its #84 holding.
WBH Advisory first reported a position in NVIDIA in Q2 2021 and has held it in 15 quarters since.
5,980 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.