NVIDIA CORP · CUSIP 67066G104 · CIK 1471474
As of 2026-06-30, Avidian Wealth Solutions, LLC reported 505.18K NVDA (shares), valued at $101.08M, or 2.80% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares increased 5.19%; reported value increased 20.68%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.80% | 505,177 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 2.66% | 480,273 | SEC filing ↗Filed May 7, 2026 |
| Q4 2025 | 4.41% | 649,508 | SEC filing ↗Filed Feb 2, 2026 |
| Q3 2025 | 4.63% | 657,957 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 4.71% | 732,838 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | 4.24% | 878,520 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 5.32% | 881,583 | SEC filing ↗Filed Jan 29, 2025 |
| Q3 2024 | 5.60% | 1,014,647 | SEC filing ↗Filed Oct 30, 2024 |
| Q2 2024 | 6.03% | 1,012,184 | SEC filing ↗Filed Aug 6, 2024 |
| Q1 2024 | 3.93% | 81,446 | SEC filing ↗Filed May 3, 2024 |
| Q4 2023 | 2.40% | 77,678 | SEC filing ↗Filed Feb 6, 2024 |
| Q3 2023 | 0.51% | 16,736 | SEC filing ↗Filed Oct 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.51% | 16,736 | $7.28M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 13, 2023 |
| Q4 2023 | 2.40% | 77,678 | $38.47M | Shares increased 364.14%; reported value increased 428.40%, and weight changed +1.89 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 3.93% | 81,446 | $73.59M | Shares increased 4.85%; reported value increased 91.31%, and weight changed +1.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 3, 2024 |
| Q2 2024 | 6.03% | 1,012,184 | $125.05M | Shares increased 1142.77%; reported value increased 69.92%, and weight changed +2.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2024 |
| Q3 2024 | 5.60% | 1,014,647 | $123.22M | Shares increased 0.24%; reported value decreased 1.46%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2024 |
| Q4 2024 | 5.32% | 881,583 | $118.39M | Shares decreased 13.11%; reported value decreased 3.92%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2025 |
| Q1 2025 | 4.24% | 878,520 | $95.21M | Shares decreased 0.35%; reported value decreased 19.57%, and weight changed -1.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 4.71% | 732,838 | $115.78M | Shares decreased 16.58%; reported value increased 21.60%, and weight changed +0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 4.63% | 657,957 | $122.76M | Shares decreased 10.22%; reported value increased 6.03%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 4.41% | 649,508 | $121.13M | Shares decreased 1.28%; reported value decreased 1.33%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2026 |
| Q1 2026 | 2.66% | 480,273 | $83.76M | Shares decreased 26.06%; reported value decreased 30.85%, and weight changed -1.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 2.80% | 505,177 | $101.08M | Shares increased 5.19%; reported value increased 20.68%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.