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Wheelhouse Advisory Group’s NVIDIA NVDA Stock Holding History

Wheelhouse Advisory Group’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 		$2.22M Buy
11,088
+332
+3% +$68.3K 0.63% 19
2026
Q1 		$1.88M Sell
10,756
-1,743
-14% -$320K 0.62% 18
2025
Q4 		$2.34M Buy
12,499
+1,645
+15% +$306K 0.89% 14
2025
Q3 		$2.03M Buy
10,854
+501
+5% +$87.3K 0.87% 14
2025
Q2 		$1.64M Buy
10,353
+4,188
+68% +$527K 0.81% 15
2025
Q1 		$668K Sell
6,165
-319
-5% -$40.4K 0.38% 24
2024
Q4 		$871K Buy
6,484
+98
+2% +$13.5K 0.52% 20
2024
Q3 		$776K Buy
6,386
+56
+0.9% +$6.62K 0.5% 20
2024
Q2 		$777K Buy
6,330
+1,020
+19% +$103K 0.55% 20
2024
Q1 		$480K Buy
+5,310
New +$385K 0.37% 24

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Wheelhouse Advisory Group's NVDA Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its NVIDIA (NVDA) stake by 3.1% in Q2 2026, buying an estimated $68.3K and bringing the position to 11,088 shares worth $2.22M. The position accounts for 0.63% of the portfolio, ranked #19.

Wheelhouse Advisory Group first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.34M in Q4 2025. 3,993 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Wheelhouse Advisory Group held 11,088 shares of NVIDIA worth $2.22M as of Q2 2026.
  • Wheelhouse Advisory Group bought 332 NVIDIA shares in Q2 2026, an estimated $68.3K.
  • NVIDIA made up 0.63% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #19 holding.
  • Wheelhouse Advisory Group first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
  • Wheelhouse Advisory Group's NVIDIA position peaked at $2.34M in Q4 2025.
  • 3,993 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.