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DHK Financial Advisors’s NVIDIA NVDA Stock Holding History

DHK Financial Advisors’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
2025
Q2 		$1.17M Sell
7,394
-130
-2% -$16.4K 0.67% 36
2025
Q1 		$815K Sell
7,524
-501
-6% -$63.5K 0.45% 42
2024
Q4 		$1.08M Sell
8,025
-120
-1% -$16.5K 0.65% 36
2024
Q3 		$989K Sell
8,145
-440
-5% -$52K 0.61% 35
2024
Q2 		$1.06M Buy
+8,585
New +$868K 0.74% 31

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

DHK Financial Advisors's NVDA Position: Q2 2025 in Review

DHK Financial Advisors reduced its NVIDIA (NVDA) stake by 1.7% in Q2 2025, selling an estimated $16.4K and leaving 7,394 shares worth $1.17M. The position accounts for 0.67% of the portfolio, ranked #36.

DHK Financial Advisors first reported a position in NVDA in Q2 2024 and has held it in 5 quarters since. 5,289 funds tracked by Wall St. Rank hold NVDA as of Q2 2025.

  • DHK Financial Advisors held 7,394 shares of NVIDIA worth $1.17M as of Q2 2025.
  • DHK Financial Advisors sold 130 NVIDIA shares in Q2 2025, an estimated $16.4K.
  • NVIDIA made up 0.67% of DHK Financial Advisors's portfolio in Q2 2025, its #36 holding.
  • DHK Financial Advisors first reported a position in NVIDIA in Q2 2024 and has held it in 5 quarters since.
  • 5,289 funds tracked by Wall St. Rank held NVIDIA as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.