NVIDIA CORP · CUSIP 67066G104 · CIK 1697715
As of 2026-06-30, HCR Wealth Advisors reported 307.29K NVDA (shares), valued at $61.49M, or 5.50% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares increased 0.85%; reported value increased 15.70%, and weight changed -0.01 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 | 5.50% | 307,290 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 5.51% | 304,711 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 5.64% | 305,364 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 5.87% | 300,121 | SEC filing ↗Filed Oct 3, 2025 |
| Q2 2025 | 5.57% | 299,374 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 4.10% | 290,676 | SEC filing ↗Filed Apr 21, 2025 |
| Q4 2024 | 4.52% | 268,897 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 4.21% | 264,764 | SEC filing ↗Filed Oct 10, 2024 |
| Q2 2024 | 4.28% | 242,152 | SEC filing ↗Filed Aug 7, 2024 |
| Q1 2024 | 3.35% | 24,418 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | 1.54% | 19,626 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 1.75% | 18,377 | SEC filing ↗Filed Oct 20, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.75% | 18,377 | $7.99M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 20, 2023 |
| Q4 2023 | 1.54% | 19,626 | $9.72M | Shares increased 6.80%; reported value increased 21.59%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 3.35% | 24,418 | $22.06M | Shares increased 24.42%; reported value increased 127.00%, and weight changed +1.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 4.28% | 242,152 | $29.92M | Shares increased 891.69%; reported value increased 35.59%, and weight changed +0.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2024 |
| Q3 2024 | 4.21% | 264,764 | $32.15M | Shares increased 9.34%; reported value increased 7.48%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 10, 2024 |
| Q4 2024 | 4.52% | 268,897 | $36.11M | Shares increased 1.56%; reported value increased 12.31%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 4.10% | 290,676 | $31.50M | Shares increased 8.10%; reported value decreased 12.76%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2025 |
| Q2 2025 | 5.57% | 299,374 | $47.30M | Shares increased 2.99%; reported value increased 50.14%, and weight changed +1.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 5.87% | 300,121 | $56.69M | Shares increased 0.25%; reported value increased 19.86%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 3, 2025 |
| Q4 2025 | 5.64% | 305,364 | $56.95M | Shares increased 1.75%; reported value increased 0.46%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 5.51% | 304,711 | $53.14M | Shares decreased 0.21%; reported value decreased 6.69%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 5.50% | 307,290 | $61.49M | Shares increased 0.85%; reported value increased 15.70%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 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.