NVIDIA CORP · CUSIP 67066G104 · CIK 1784777
As of 2026-06-30, Sound View Wealth Advisors Group, LLC reported 231.12K NVDA (shares), valued at $46.25M, or 2.87% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares increased 1.39%; reported value increased 16.32%, and weight changed +0.17 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 | 2.87% | 231,124 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 2.70% | 227,962 | SEC filing ↗Filed May 6, 2026 |
| Q4 2025 | 2.86% | 228,261 | SEC filing ↗Filed Jan 8, 2026 |
| Q3 2025 | 2.97% | 232,593 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 2.78% | 238,400 | SEC filing ↗Filed Aug 7, 2025 |
| Q1 2025 | 2.06% | 231,566 | SEC filing ↗Filed May 8, 2025 |
| Q4 2024 | 2.47% | 228,235 | SEC filing ↗Filed Feb 7, 2025 |
| Q3 2024 | 2.14% | 215,789 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 2.35% | 184,482 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 1.77% | 18,391 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 1.13% | 20,642 | SEC filing ↗Filed Feb 8, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.13% | 20,642 | $10.22M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 1.77% | 18,391 | $16.62M | Shares decreased 10.90%; reported value increased 62.56%, and weight changed +0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 2.35% | 184,482 | $22.79M | Shares increased 903.11%; reported value increased 37.15%, and weight changed +0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 2.14% | 215,789 | $26.21M | Shares increased 16.97%; reported value increased 14.98%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 2.47% | 228,235 | $30.65M | Shares increased 5.77%; reported value increased 16.96%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2025 |
| Q1 2025 | 2.06% | 231,566 | $25.10M | Shares increased 1.46%; reported value decreased 18.12%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2025 |
| Q2 2025 | 2.78% | 238,400 | $37.66M | Shares increased 2.95%; reported value increased 50.08%, and weight changed +0.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2025 |
| Q3 2025 | 2.97% | 232,593 | $43.18M | Shares decreased 2.44%; reported value increased 14.64%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 2.86% | 228,261 | $42.57M | Shares decreased 1.86%; reported value decreased 1.41%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 8, 2026 |
| Q1 2026 | 2.70% | 227,962 | $39.76M | Shares decreased 0.13%; reported value decreased 6.61%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2026 |
| Q2 2026 | 2.87% | 231,124 | $46.25M | Shares increased 1.39%; reported value increased 16.32%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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