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Clarity Financial’s NVIDIA NVDA Stock Holding History

Clarity Financial’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 		$46.9M Buy
234,496
+65,970
+39% +$13.6M 3.99% 8
2026
Q1 		$29.4M Sell
168,526
-3,463
-2% -$635K 3.2% 9
2025
Q4 		$32.1M Buy
171,989
+2,124
+1% +$395K 2.97% 9
2025
Q3 		$31.7M Buy
169,865
+15,006
+10% +$2.62M 3.15% 8
2025
Q2 		$24.5M Sell
154,859
-36,130
-19% -$4.55M 2.63% 15
2025
Q1 		$20.7M Sell
190,989
-7,408
-4% -$939K 2.38% 14
2024
Q4 		$26.6M Buy
198,397
+52,111
+36% +$7.18M 3.18% 9
2024
Q3 		$17.8M Buy
146,286
+21,200
+17% +$2.5M 2.06% 15
2024
Q2 		$15.5M Buy
125,086
+9,126
+8% +$923K 2.28% 17
2024
Q1 		$10.5M Sell
115,960
-77,970
-40% -$5.65M 1.58% 25
2023
Q4 		$9.6M Buy
193,930
+85,630
+79% +$3.97M 1.66% 23
2023
Q3 		$4.71M Buy
108,300
+97,090
+866% +$4.35M 0.79% 37
2023
Q2 		$474K Buy
+11,210
New +$372K 0.07% 69
2023
Q1 		– Sell
-111,550
Closed -$1.63M – 73
2022
Q4 		$1.63M Buy
111,550
+16,050
+17% +$235K 0.31% 38
2022
Q3 		$1.16M Buy
+95,500
New +$1.51M 0.27% 44
2022
Q2 		– Sell
-237,190
Closed -$6.47M – 94
2022
Q1 		$6.47M Buy
237,190
+18,980
+9% +$476K 1.31% 28
2021
Q4 		$6.42M Sell
218,210
-60,170
-22% -$1.66M 1% 35
2021
Q3 		$5.77M Buy
+278,380
New +$5.78M 0.94% 34

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Clarity Financial's NVDA Position: Q2 2026 in Review

Clarity Financial increased its NVIDIA (NVDA) stake by 39% in Q2 2026, buying an estimated $13.6M and bringing the position to 234,496 shares worth $46.9M. The position accounts for 3.99% of the portfolio, ranked #8.

Clarity Financial first reported a position in NVDA in Q3 2021 and has held it in 18 quarters since. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Clarity Financial held 234,496 shares of NVIDIA worth $46.9M as of Q2 2026.
  • Clarity Financial bought 65,970 NVIDIA shares in Q2 2026, an estimated $13.6M.
  • NVIDIA made up 3.99% of Clarity Financial's portfolio in Q2 2026, its #8 holding.
  • Clarity Financial first reported a position in NVIDIA in Q3 2021 and has held it in 18 quarters since.
  • 2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.