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Windsor Advisory Group’s NVIDIA NVDA Stock Holding History

Windsor 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 		$7.84M Buy
39,204
+26,478
+208% +$5.44M 5.7% 3
2026
Q1 		$2.22M Sell
12,726
-21,227
-63% -$3.89M 1.85% 11
2025
Q4 		$6.33M Buy
33,953
+21,719
+178% +$4.04M 5.65% 5
2025
Q3 		$2.28M Sell
12,234
-1,110
-8% -$193K 2.02% 10
2025
Q2 		$2.11M Buy
13,344
+121
+0.9% +$15.2K 2.99% 6
2025
Q1 		$1.43M Buy
13,223
+53
+0.4% +$6.72K 1.85% 10
2024
Q4 		$1.77M Sell
13,170
-1,053
-7% -$145K 2.06% 6
2024
Q3 		$1.73M Sell
14,223
-4,610
-24% -$545K 1.95% 11
2024
Q2 		$2.33M Buy
18,833
+5,863
+45% +$593K 4.67% 7
2024
Q1 		$1.17M Buy
12,970
+40
+0.3% +$2.9K 3.3% 9
2023
Q4 		$640K Sell
12,930
-43,500
-77% -$2.02M 1.9% 15
2023
Q3 		$2.45M Buy
56,430
+43,500
+336% +$1.95M 5.84% 5
2023
Q2 		$547K Hold
12,930
– – 1.35% 20
2023
Q1 		$359K Sell
12,930
-47,040
-78% -$1.02M 0.86% 28
2022
Q4 		$876K Buy
+59,970
New +$880K 2.32% 10

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

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

Windsor Advisory Group increased its NVIDIA (NVDA) stake by 208% in Q2 2026, buying an estimated $5.44M and bringing the position to 39,204 shares worth $7.84M. The position accounts for 5.7% of the portfolio, ranked #3.

Windsor Advisory Group first reported a position in NVDA in Q4 2022 and has held it in 15 quarters since. 5,950 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Windsor Advisory Group held 39,204 shares of NVIDIA worth $7.84M as of Q2 2026.
  • Windsor Advisory Group bought 26,478 NVIDIA shares in Q2 2026, an estimated $5.44M.
  • NVIDIA made up 5.7% of Windsor Advisory Group's portfolio in Q2 2026, its #3 holding.
  • Windsor Advisory Group first reported a position in NVIDIA in Q4 2022 and has held it in 15 quarters since.
  • 5,950 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.