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Zinnia Wealth Advisory’s NVIDIA NVDA Stock Holding History

Zinnia Wealth Advisory’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 		$5.6M Sell
27,965
-495
-2% -$102K 5.71% 2
2026
Q1 		$4.96M Sell
28,460
-2,032
-7% -$373K 5.56% 3
2025
Q4 		$5.69M Buy
+30,492
New +$5.68M 6.15% 2

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

Zinnia Wealth Advisory's NVDA Position: Q2 2026 in Review

Zinnia Wealth Advisory reduced its NVIDIA (NVDA) stake by 1.7% in Q2 2026, selling an estimated $102K and leaving 27,965 shares worth $5.6M. The position accounts for 5.71% of the portfolio, ranked #2.

Zinnia Wealth Advisory first reported a position in NVDA in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.69M in Q4 2025. 5,951 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Zinnia Wealth Advisory held 27,965 shares of NVIDIA worth $5.6M as of Q2 2026.
  • Zinnia Wealth Advisory sold 495 NVIDIA shares in Q2 2026, an estimated $102K.
  • NVIDIA made up 5.71% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #2 holding.
  • Zinnia Wealth Advisory first reported a position in NVIDIA in Q4 2025 and has held it in 3 quarters since.
  • Zinnia Wealth Advisory's NVIDIA position peaked at $5.69M in Q4 2025.
  • 5,951 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.