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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
Q2 		$117M Buy
583,422
+24,908
+4% +$5.12M 2.77% 2
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 $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

WCG Wealth Advisors's NVDA Position: Q2 2026 in Review

WCG Wealth Advisors increased its NVIDIA (NVDA) stake by 4.5% in Q2 2026, buying an estimated $5.12M and bringing the position to 583,422 shares worth $117M. The position accounts for 2.77% of the portfolio, ranked #2.

WCG Wealth Advisors first reported a position in NVDA in Q2 2022 and has held it in 16 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • WCG Wealth Advisors held 583,422 shares of NVIDIA worth $117M as of Q2 2026.
  • WCG Wealth Advisors bought 24,908 NVIDIA shares in Q2 2026, an estimated $5.12M.
  • NVIDIA made up 2.77% of WCG Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • WCG Wealth Advisors first reported a position in NVIDIA in Q2 2022 and has held it in 16 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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