AFM
NVDA icon

Aspetuck Financial Management’s NVIDIA NVDA Stock Holding History

Aspetuck Financial Management’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 		$21.2M Buy
105,807
+386
+0.4% +$79.4K 12.46% 1
2026
Q1 		$18.4M Buy
105,421
+169
+0.2% +$31K 12.6% 1
2025
Q4 		$19.6M Sell
105,252
-87
-0.1% -$16.2K 13.18% 1
2025
Q3 		$19.7M Buy
105,339
+38
+0% +$6.62K 13.46% 1
2025
Q2 		$16.6M Buy
105,301
+722
+0.7% +$90.9K 12.54% 1
2025
Q1 		$11.3M Sell
104,579
-2,125
-2% -$269K 9.75% 1
2024
Q4 		$14.3M Buy
+106,704
New +$14.7M 11.17% 1

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

Aspetuck Financial Management's NVDA Position: Q2 2026 in Review

Aspetuck Financial Management increased its NVIDIA (NVDA) stake by 0.37% in Q2 2026, buying an estimated $79.4K and bringing the position to 105,807 shares worth $21.2M. The position accounts for 12.46% of the portfolio, ranked #1.

Aspetuck Financial Management first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Aspetuck Financial Management held 105,807 shares of NVIDIA worth $21.2M as of Q2 2026.
  • Aspetuck Financial Management bought 386 NVIDIA shares in Q2 2026, an estimated $79.4K.
  • NVIDIA made up 12.46% of Aspetuck Financial Management's portfolio in Q2 2026, its #1 holding.
  • Aspetuck Financial Management first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Aspetuck Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.