Ehrlich Financial Group’s NVIDIA NVDA Stock Holding History

Ehrlich Financial Group’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	$572K	Sell	2,861 -48	-2%	-$9.87K	0.29%	75
2026 Q1	$507K	Sell	2,909 -366	-11%	-$67.1K	0.29%	75
2025 Q4	$611K	Sell	3,275 -30	-0.9%	-$5.58K	0.35%	60
2025 Q3	$617K	Sell	3,305 -49	-1%	-$8.54K	0.37%	60
2025 Q2	$530K	Buy	3,354 +80	+2%	+$10.1K	0.34%	63
2025 Q1	$355K	Buy	3,274 +50	+2%	+$6.34K	0.26%	74
2024 Q4	$433K	Sell	3,224 -285	-8%	-$39.3K	0.31%	65
2024 Q3	$426K	Sell	3,509 -26	-0.7%	-$3.07K	0.3%	60
2024 Q2	$437K	Buy	3,535 +1,015	+40%	+$103K	0.34%	57
2024 Q1	$228K	Buy	+2,520	New	+$183K	0.19%	85

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ehrlich Financial Group's NVDA Position: Q2 2026 in Review

Ehrlich Financial Group reduced its NVIDIA (NVDA) stake by 1.7% in Q2 2026, selling an estimated $9.87K and leaving 2,861 shares worth $572K. The position accounts for 0.29% of the portfolio, ranked #75.

Ehrlich Financial Group first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. The position peaked at $617K in Q3 2025. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Ehrlich Financial Group held 2,861 shares of NVIDIA worth $572K as of Q2 2026.
Ehrlich Financial Group sold 48 NVIDIA shares in Q2 2026, an estimated $9.87K.
NVIDIA made up 0.29% of Ehrlich Financial Group's portfolio in Q2 2026, its #75 holding.
Ehrlich Financial Group first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
Ehrlich Financial Group's NVIDIA position peaked at $617K in Q3 2025.
2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.