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Wealth Preservation Advisors’s NVIDIA NVDA Stock Holding History

Wealth Preservation 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 		$22.2M Buy
111,041
+23,076
+26% +$4.74M 12.67% 2
2026
Q1 		$15.3M Sell
87,965
-6,216
-7% -$1.14M 12.74% 1
2025
Q4 		$17.6M Buy
94,181
+3,826
+4% +$712K 8.84% 3
2025
Q3 		$16.9M Sell
90,355
-10,767
-11% -$1.88M 9.81% 3
2025
Q2 		$16M Buy
101,122
+7,590
+8% +$955K 9.85% 3
2025
Q1 		$10.1M Buy
+93,532
New +$11.9M 7.24% 3

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

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

Wealth Preservation Advisors increased its NVIDIA (NVDA) stake by 26% in Q2 2026, buying an estimated $4.74M and bringing the position to 111,041 shares worth $22.2M. The position accounts for 12.67% of the portfolio, ranked #2.

Wealth Preservation Advisors first reported a position in NVDA in Q1 2025 and has held it in 6 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Wealth Preservation Advisors held 111,041 shares of NVIDIA worth $22.2M as of Q2 2026.
  • Wealth Preservation Advisors bought 23,076 NVIDIA shares in Q2 2026, an estimated $4.74M.
  • NVIDIA made up 12.67% of Wealth Preservation Advisors's portfolio in Q2 2026, its #2 holding.
  • Wealth Preservation Advisors first reported a position in NVIDIA in Q1 2025 and has held it in 6 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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