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Wiser Advisor Group’s NVIDIA NVDA Stock Holding History

Wiser Advisor 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 		$1.98M Sell
9,884
-24
-0.2% -$4.93K 2.17% 16
2026
Q1 		$1.73M Sell
9,908
-856
-8% -$157K 2.09% 20
2025
Q4 		$2.01M Buy
10,764
+111
+1% +$20.7K 2.3% 16
2025
Q3 		$1.99M Buy
10,653
+389
+4% +$67.8K 2.47% 13
2025
Q2 		$1.62M Buy
10,264
+2,736
+36% +$344K 2.82% 15
2025
Q1 		$816K Buy
7,528
+1,287
+21% +$163K 1.2% 28
2024
Q4 		$838K Buy
6,241
+419
+7% +$57.8K 1.22% 26
2024
Q3 		$707K Buy
5,822
+2,083
+56% +$246K 1.06% 26
2024
Q2 		$462K Sell
3,739
-1,091
-23% -$110K 0.73% 30
2024
Q1 		$436K Buy
4,830
+3,480
+258% +$252K 0.68% 32
2023
Q4 		$66.9K Buy
+1,350
New +$62.6K 0.11% 76

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

Wiser Advisor Group's NVDA Position: Q2 2026 in Review

Wiser Advisor Group reduced its NVIDIA (NVDA) stake by 0.24% in Q2 2026, selling an estimated $4.93K and leaving 9,884 shares worth $1.98M. The position accounts for 2.17% of the portfolio, ranked #16.

Wiser Advisor Group first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.01M in Q4 2025. 5,961 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Wiser Advisor Group held 9,884 shares of NVIDIA worth $1.98M as of Q2 2026.
  • Wiser Advisor Group sold 24 NVIDIA shares in Q2 2026, an estimated $4.93K.
  • NVIDIA made up 2.17% of Wiser Advisor Group's portfolio in Q2 2026, its #16 holding.
  • Wiser Advisor Group first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • Wiser Advisor Group's NVIDIA position peaked at $2.01M in Q4 2025.
  • 5,961 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.