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Allium Financial Advisors’s NVIDIA NVDA Stock Holding History

Allium 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 		$6.7M Buy
33,507
+1,643
+5% +$338K 4.39% 4
2026
Q1 		$5.56M Buy
31,864
+1,789
+6% +$328K 4.46% 6
2025
Q4 		$5.61M Sell
30,075
-5,194
-15% -$967K 4.45% 7
2025
Q3 		$6.58M Sell
35,269
-4,590
-12% -$800K 5.45% 4
2025
Q2 		$6.3M Sell
39,859
-2,127
-5% -$268K 5.49% 4
2025
Q1 		$4.55M Buy
+41,986
New +$5.32M 4.15% 6

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

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

Allium Financial Advisors increased its NVIDIA (NVDA) stake by 5.2% in Q2 2026, buying an estimated $338K and bringing the position to 33,507 shares worth $6.7M. The position accounts for 4.39% of the portfolio, ranked #4.

Allium Financial Advisors first reported a position in NVDA in Q1 2025 and has held it in 6 quarters since. 5,973 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Allium Financial Advisors held 33,507 shares of NVIDIA worth $6.7M as of Q2 2026.
  • Allium Financial Advisors bought 1,643 NVIDIA shares in Q2 2026, an estimated $338K.
  • NVIDIA made up 4.39% of Allium Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • Allium Financial Advisors first reported a position in NVIDIA in Q1 2025 and has held it in 6 quarters since.
  • 5,973 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.