Comprehensive Financial Management’s NVIDIA NVDA Stock Holding History

Comprehensive 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	$400K	Buy	+2,000	New	+$411K	0.01%	31
2025 Q2	–	Sell	-7,500	Closed	-$813K	–	46
2025 Q1	$813K	Buy	7,500 +2,500	+50%	+$317K	0.03%	31
2024 Q4	$671K	Buy	5,000 +1,000	+25%	+$138K	0.02%	33
2024 Q3	$486K	Hold	4,000	–	–	0.01%	35
2024 Q2	$494K	Sell	4,000 -3,000	-43%	-$303K	0.02%	34
2024 Q1	$632K	Hold	7,000	–	–	0.02%	31
2023 Q4	$347K	Hold	7,000	–	–	0.01%	36
2023 Q3	$304K	Buy	+7,000	New	+$314K	0.01%	40

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Comprehensive Financial Management opened a new position in NVIDIA (NVDA) in Q2 2026: 2,000 shares worth $400K. The stake represents 0.01% of the portfolio and ranks #31 among its holdings. This is a return to the name: Comprehensive Financial Management previously reported a position in NVDA as recently as Q1 2025.

Comprehensive Financial Management first reported a position in NVDA in Q3 2023 and has held it in 8 quarters since. The position peaked at $813K in Q1 2025. 5,961 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Comprehensive Financial Management held 2,000 shares of NVIDIA worth $400K as of Q2 2026.
NVIDIA was a new Comprehensive Financial Management position in Q2 2026.
NVIDIA made up 0.01% of Comprehensive Financial Management's portfolio in Q2 2026, its #31 holding.
Comprehensive Financial Management first reported a position in NVIDIA in Q3 2023 and has held it in 8 quarters since.
Comprehensive Financial Management's NVIDIA position peaked at $813K in Q1 2025.
5,961 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Comprehensive Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.