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WESPAC Advisors’s NVIDIA NVDA Stock Holding History

WESPAC 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 		$908K Sell
4,536
-603
-12% -$124K 0.44% 70
2026
Q1 		$896K Sell
5,139
-18
-0.3% -$3.3K 0.49% 62
2025
Q4 		$962K Sell
5,157
-667
-11% -$124K 0.52% 58
2025
Q3 		$1.09M Sell
5,824
-232
-4% -$40.4K 0.64% 50
2025
Q2 		$957K Buy
6,056
+1,191
+24% +$150K 0.67% 53
2025
Q1 		$527K Sell
4,865
-8,031
-62% -$1.02M 0.43% 91
2024
Q4 		$1.73M Sell
12,896
-717
-5% -$98.8K 1.27% 15
2024
Q3 		$1.65M Buy
13,613
+281
+2% +$33.2K 1.22% 21
2024
Q2 		$1.65M Buy
13,332
+4,572
+52% +$462K 1.29% 17
2024
Q1 		$792K Buy
8,760
+1,850
+27% +$134K 0.46% 81
2023
Q4 		$342K Sell
6,910
-100
-1% -$4.63K 0.24% 109
2023
Q3 		$305K Buy
7,010
+500
+8% +$22.4K 0.23% 106
2023
Q2 		$275K Buy
+6,510
New +$216K 0.22% 103
2022
Q3 		– Sell
-202,980
Closed -$3.08M – 97
2022
Q2 		$3.08M Buy
202,980
+161,210
+386% +$3.04M 2.35% 7
2022
Q1 		$1.14M Sell
41,770
-17,450
-29% -$438K 1.23% 25
2021
Q4 		$1.74M Sell
59,220
-17,990
-23% -$495K 1.17% 19
2021
Q3 		$1.6M Buy
+77,210
New +$1.6M 0.99% 27
2021
Q2 		– Sell
-26,680
Closed -$356K – 146
2021
Q1 		$356K Sell
26,680
-9,680
-27% -$130K 0.27% 103
2020
Q4 		$475K Buy
+36,360
New +$487K 0.37% 86
2020
Q3 		– Sell
-26,800
Closed -$255K – 105
2020
Q2 		$255K Buy
+26,800
New +$217K 0.29% 88

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 $3.38T AUM 44.17% 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

WESPAC Advisors's NVDA Position: Q2 2026 in Review

WESPAC Advisors reduced its NVIDIA (NVDA) stake by 12% in Q2 2026, selling an estimated $124K and leaving 4,536 shares worth $908K. The position accounts for 0.44% of the portfolio, ranked #70.

WESPAC Advisors first reported a position in NVDA in Q2 2020 and has held it in 20 quarters since. The position peaked at $3.08M in Q2 2022. 5,991 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • WESPAC Advisors held 4,536 shares of NVIDIA worth $908K as of Q2 2026.
  • WESPAC Advisors sold 603 NVIDIA shares in Q2 2026, an estimated $124K.
  • NVIDIA made up 0.44% of WESPAC Advisors's portfolio in Q2 2026, its #70 holding.
  • WESPAC Advisors first reported a position in NVIDIA in Q2 2020 and has held it in 20 quarters since.
  • WESPAC Advisors's NVIDIA position peaked at $3.08M in Q2 2022.
  • 5,991 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.