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Wingate Wealth Advisors’s NVIDIA NVDA Stock Holding History

Wingate Wealth 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 		$208K Buy
+1,041
New +$214K 0.09% 125
2026
Q1 		– Sell
-1,609
Closed -$300K – 124
2025
Q4 		$300K Sell
1,609
-154
-9% -$28.7K 0.17% 98
2025
Q3 		$329K Buy
1,763
+428
+32% +$74.6K 0.23% 89
2025
Q2 		$211K Buy
+1,335
New +$168K 0.19% 97
2025
Q1 		– Sell
-941
Closed -$126K – 309
2024
Q4 		$126K Buy
+941
New +$130K 0.12% 123

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

Wingate Wealth Advisors's NVDA Position: Q2 2026 in Review

Wingate Wealth Advisors opened a new position in NVIDIA (NVDA) in Q2 2026: 1,041 shares worth $208K. The stake represents 0.09% of the portfolio and ranks #125 among its holdings. This is a return to the name: Wingate Wealth Advisors previously reported a position in NVDA as recently as Q4 2025.

Wingate Wealth Advisors first reported a position in NVDA in Q4 2024 and has held it in 5 quarters since. The position peaked at $329K in Q3 2025. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Wingate Wealth Advisors held 1,041 shares of NVIDIA worth $208K as of Q2 2026.
  • NVIDIA was a new Wingate Wealth Advisors position in Q2 2026.
  • NVIDIA made up 0.09% of Wingate Wealth Advisors's portfolio in Q2 2026, its #125 holding.
  • Wingate Wealth Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 5 quarters since.
  • Wingate Wealth Advisors's NVIDIA position peaked at $329K in Q3 2025.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.