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Anderson Financial Strategies’s NVIDIA NVDA Stock Holding History

Anderson Financial Strategies’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 		$1.77M Buy
+8,126
New +$1.67M 0.92% 27
2025
Q2 		– Sell
-2,000
Closed -$217K – 153
2025
Q1 		$217K Buy
+2,000
New +$253K 0.13% 51

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 $3.38T AUM 44.17% 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

Anderson Financial Strategies's NVDA Position: Q2 2026 in Review

Anderson Financial Strategies opened a new position in NVIDIA (NVDA) in Q2 2026: 8,126 shares worth $1.77M. The stake represents 0.92% of the portfolio and ranks #27 among its holdings. This is a return to the name: Anderson Financial Strategies previously reported a position in NVDA as recently as Q1 2025.

Anderson Financial Strategies first reported a position in NVDA in Q1 2025 and has held it in 2 quarters since. 5,991 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Anderson Financial Strategies held 8,126 shares of NVIDIA worth $1.77M as of Q2 2026.
  • NVIDIA was a new Anderson Financial Strategies position in Q2 2026.
  • NVIDIA made up 0.92% of Anderson Financial Strategies's portfolio in Q2 2026, its #27 holding.
  • Anderson Financial Strategies first reported a position in NVIDIA in Q1 2025 and has held it in 2 quarters since.
  • 5,991 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Anderson Financial Strategies's 13F filing for Q2 2026, filed 20 Aug 2026.