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WCG Wealth Advisors’s NVIDIA NVDA Stock Holding History

WCG Wealth 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
Q1 		$97.4M Sell
558,514
-41,393
-7% -$7.59M 2.73% 1
2025
Q4 		$112M Buy
599,907
+282,420
+89% +$52.6M 3.14% 1
2025
Q3 		$59.2M Buy
317,487
+34,638
+12% +$6.04M 3.71% 1
2025
Q2 		$44.7M Buy
282,849
+37,523
+15% +$4.72M 2.89% 1
2025
Q1 		$26.6M Sell
245,326
-23,257
-9% -$2.95M 2.02% 6
2024
Q4 		$36.1M Sell
268,583
-1,186
-0.4% -$163K 2.38% 2
2024
Q3 		$32.8M Sell
269,769
-3,400
-1% -$402K 2.21% 4
2024
Q2 		$33.7M Buy
273,169
+26,089
+11% +$2.64M 2.5% 3
2024
Q1 		$22.3M Sell
247,080
-71,930
-23% -$5.21M 1.87% 11
2023
Q4 		$15.8M Buy
319,010
+15,470
+5% +$717K 1.16% 23
2023
Q3 		$13.5M Buy
303,540
+196,160
+183% +$8.79M 0.99% 28
2023
Q2 		$4.47M Sell
107,380
-8,760
-8% -$291K 0.52% 50
2023
Q1 		$3.23M Buy
+116,140
New +$2.51M 0.41% 56
2022
Q4 		– Sell
-82,660
Closed -$1.02M – 243
2022
Q3 		$1.02M Buy
82,660
+7,610
+10% +$120K 0.13% 121
2022
Q2 		$1.14M Buy
+75,050
New +$1.42M 0.16% 107

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WCG Wealth Advisors's NVDA Position: Q1 2026 in Review

WCG Wealth Advisors reduced its NVIDIA (NVDA) stake by 6.9% in Q1 2026, selling an estimated $7.59M and leaving 558,514 shares worth $97.4M. The position accounts for 2.73% of the portfolio, ranked #1.

WCG Wealth Advisors first reported a position in NVDA in Q2 2022 and has held it in 15 quarters since. The position peaked at $112M in Q4 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • WCG Wealth Advisors held 558,514 shares of NVIDIA worth $97.4M as of Q1 2026.
  • WCG Wealth Advisors sold 41,393 NVIDIA shares in Q1 2026, an estimated $7.59M.
  • NVIDIA made up 2.73% of WCG Wealth Advisors's portfolio in Q1 2026, its #1 holding.
  • WCG Wealth Advisors first reported a position in NVIDIA in Q2 2022 and has held it in 15 quarters since.
  • WCG Wealth Advisors's NVIDIA position peaked at $112M in Q4 2025.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.