Wealthspire Advisors (New York)’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$128M Buy
641,006
+323,653
+102% +$66.5M 0.71% 24
2026
Q1
$55.3M Sell
317,353
-78,062
-20% -$14.3M 0.43% 41
2025
Q4
$73.7M Buy
395,415
+163,897
+71% +$30.5M 0.59% 32
2025
Q3
$43.2M Sell
231,518
-5,171
-2% -$901K 0.23% 53
2025
Q2
$37.4M Buy
236,689
+40,863
+21% +$5.14M 0.21% 53
2025
Q1
$21.2M Buy
195,826
+20,930
+12% +$2.65M 0.13% 77
2024
Q4
$23.5M Buy
174,896
+39,944
+30% +$5.51M 0.23% 60
2024
Q3
$16.4M Buy
134,952
+11,365
+9% +$1.34M 0.17% 69
2024
Q2
$15.3M Buy
123,587
+17,797
+17% +$1.8M 0.2% 53
2024
Q1
$9.56M Sell
105,790
-16,990
-14% -$1.23M 0.13% 77
2023
Q4
$6.08M Buy
122,780
+17,240
+16% +$799K 0.09% 104
2023
Q3
$4.59M Buy
105,540
+27,170
+35% +$1.22M 0.08% 110
2023
Q2
$3.32M Buy
78,370
+8,230
+12% +$273K 0.05% 115
2023
Q1
$1.95M Sell
70,140
-56,980
-45% -$1.23M 0.03% 154
2022
Q4
$1.86M Buy
127,120
+42,670
+51% +$626K 0.03% 163
2022
Q3
$1.02M Buy
84,450
+38,590
+84% +$610K 0.02% 225
2022
Q2
$695K Buy
45,860
+6,290
+16% +$119K 0.01% 269
2022
Q1
$1.08M Sell
39,570
-135,100
-77% -$3.39M 0.02% 182
2021
Q4
$5.14M Buy
174,670
+69,660
+66% +$1.92M 0.11% 82
2021
Q3
$2.17M Buy
105,010
+59,650
+132% +$1.24M 0.05% 158
2021
Q2
$907K Sell
45,360
-250,320
-85% -$4.01M 0.02% 172
2021
Q1
$3.95M Buy
295,680
+28,760
+11% +$387K 0.09% 107
2020
Q4
$3.48M Buy
266,920
+100,920
+61% +$1.35M 0.1% 91
2020
Q3
$2.25M Buy
166,000
+23,560
+17% +$274K 0.13% 73
2020
Q2
$1.35M Sell
142,440
-162,120
-53% -$1.31M 0.09% 90
2020
Q1
$2.01M Buy
304,560
+228,400
+300% +$1.44M 0.08% 124
2019
Q4
$448K Buy
76,160
+21,040
+38% +$109K 0.03% 111
2019
Q3
$240K Buy
+55,120
New +$232K 0.02% 141
2019
Q1
– Sell
-21,040
Closed -$70K – 560
2018
Q4
$70K Buy
+21,040
New +$101K 0.01% 149

Other funds holding NVDA

Wealthspire Advisors (New York)'s NVDA Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its NVIDIA (NVDA) stake by 102% in Q2 2026, buying an estimated $66.5M and bringing the position to 641,006 shares worth $128M. The position accounts for 0.71% of the portfolio, ranked #24.

Wealthspire Advisors (New York) first reported a position in NVDA in Q4 2018 and has held it in 29 quarters since. 5,991 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Wealthspire Advisors (New York) held 641,006 shares of NVIDIA worth $128M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 323,653 NVIDIA shares in Q2 2026, an estimated $66.5M.
  • NVIDIA made up 0.71% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #24 holding.
  • Wealthspire Advisors (New York) first reported a position in NVIDIA in Q4 2018 and has held it in 29 quarters since.
  • 5,991 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.