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Cascade Financial Partners’s NVIDIA NVDA Stock Holding History

Cascade Financial Partners’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 		$18.5M Sell
92,277
-981
-1% -$202K 1.6% 7
2026
Q1 		$16.3M Buy
93,258
+3,422
+4% +$628K 1.68% 7
2025
Q4 		$16.8M Buy
89,836
+1,571
+2% +$292K 1.7% 6
2025
Q3 		$16.5M Sell
88,265
-1,895
-2% -$330K 1.89% 7
2025
Q2 		$14.2M Sell
90,160
-1,748
-2% -$220K 1.71% 10
2025
Q1 		$9.96M Buy
91,908
+4,251
+5% +$539K 1.26% 14
2024
Q4 		$11.8M Buy
87,657
+939
+1% +$129K 1.53% 10
2024
Q3 		$12.5M Sell
86,718
-275
-0.3% -$32.5K 1.56% 10
2024
Q2 		$10.7M Buy
86,993
+2,123
+3% +$215K 1.41% 10
2024
Q1 		$7.48M Buy
+84,870
New +$6.15M 1.08% 17

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

Cascade Financial Partners's NVDA Position: Q2 2026 in Review

Cascade Financial Partners reduced its NVIDIA (NVDA) stake by 1.1% in Q2 2026, selling an estimated $202K and leaving 92,277 shares worth $18.5M. The position accounts for 1.6% of the portfolio, ranked #7.

Cascade Financial Partners first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Cascade Financial Partners held 92,277 shares of NVIDIA worth $18.5M as of Q2 2026.
  • Cascade Financial Partners sold 981 NVIDIA shares in Q2 2026, an estimated $202K.
  • NVIDIA made up 1.6% of Cascade Financial Partners's portfolio in Q2 2026, its #7 holding.
  • Cascade Financial Partners first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.