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Websterrogers Financial Advisors’s NVIDIA NVDA Stock Holding History

Websterrogers Financial 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 		$426K Sell
2,130
-203
-9% -$41.7K 0.11% 67
2026
Q1 		$407K Buy
2,333
+156
+7% +$28.6K 0.12% 60
2025
Q4 		$406K Buy
2,177
+59
+3% +$11K 0.12% 59
2025
Q3 		$395K Buy
2,118
+54
+3% +$9.41K 0.12% 56
2025
Q2 		$326K Buy
2,064
+24
+1% +$3.02K 0.1% 63
2025
Q1 		$221K Buy
2,040
+19
+0.9% +$2.41K 0.08% 77
2024
Q4 		$271K Buy
2,021
+85
+4% +$11.7K 0.09% 66
2024
Q3 		$235K Buy
1,936
+118
+6% +$13.9K 0.08% 63
2024
Q2 		$225K Sell
1,818
-902
-33% -$91.2K 0.08% 64
2024
Q1 		$246K Buy
+2,720
New +$197K 0.09% 66

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

Websterrogers Financial Advisors's NVDA Position: Q2 2026 in Review

Websterrogers Financial Advisors reduced its NVIDIA (NVDA) stake by 8.7% in Q2 2026, selling an estimated $41.7K and leaving 2,130 shares worth $426K. The position accounts for 0.11% of the portfolio, ranked #67.

Websterrogers Financial Advisors first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Websterrogers Financial Advisors held 2,130 shares of NVIDIA worth $426K as of Q2 2026.
  • Websterrogers Financial Advisors sold 203 NVIDIA shares in Q2 2026, an estimated $41.7K.
  • NVIDIA made up 0.11% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #67 holding.
  • Websterrogers Financial Advisors first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
  • 5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.