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WMG Financial Advisors’s NVIDIA NVDA Stock Holding History

WMG Financial 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 		$5.39M Sell
26,930
-1,583
-6% -$325K 2.03% 12
2026
Q1 		$4.97M Buy
28,513
+513
+2% +$94.1K 2.07% 10
2025
Q4 		$5.22M Sell
28,000
-6,948
-20% -$1.29M 2.15% 8
2025
Q3 		$6.52M Sell
34,948
-3,414
-9% -$595K 2.18% 8
2025
Q2 		$6.06M Buy
38,362
+761
+2% +$95.8K 2.24% 7
2025
Q1 		$4.08M Buy
37,601
+5,687
+18% +$721K 1.73% 11
2024
Q4 		$4.29M Sell
31,914
-1,200
-4% -$165K 1.85% 8
2024
Q3 		$4.02M Buy
33,114
+14,496
+78% +$1.71M 1.82% 9
2024
Q2 		$2.3M Buy
18,618
+9,268
+99% +$937K 1.22% 14
2024
Q1 		$845K Sell
9,350
-1,700
-15% -$123K 0.48% 42
2023
Q4 		$547K Buy
11,050
+3,620
+49% +$168K 0.36% 55
2023
Q3 		$323K Buy
+7,430
New +$333K 0.27% 67
2023
Q1 		– Sell
-34,950
Closed -$511K – 138
2022
Q4 		$511K Sell
34,950
-2,940
-8% -$43.1K 0.43% 61
2022
Q3 		$461K Sell
37,890
-16,420
-30% -$260K 0.42% 64
2022
Q2 		$824K Buy
54,310
+510
+0.9% +$9.63K 0.71% 41
2022
Q1 		$1.47M Buy
53,800
+9,780
+22% +$245K 1.08% 21
2021
Q4 		$1.29M Buy
+44,020
New +$1.21M 1.01% 25

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

WMG Financial Advisors's NVDA Position: Q2 2026 in Review

WMG Financial Advisors reduced its NVIDIA (NVDA) stake by 5.6% in Q2 2026, selling an estimated $325K and leaving 26,930 shares worth $5.39M. The position accounts for 2.03% of the portfolio, ranked #12.

WMG Financial Advisors first reported a position in NVDA in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.52M in Q3 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • WMG Financial Advisors held 26,930 shares of NVIDIA worth $5.39M as of Q2 2026.
  • WMG Financial Advisors sold 1,583 NVIDIA shares in Q2 2026, an estimated $325K.
  • NVIDIA made up 2.03% of WMG Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • WMG Financial Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 17 quarters since.
  • WMG Financial Advisors's NVIDIA position peaked at $6.52M in Q3 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.