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Elm3 Financial Group’s NVIDIA NVDA Stock Holding History

Elm3 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 		$8.09M Sell
40,418
-921
-2% -$189K 5.54% 2
2026
Q1 		$7.21M Sell
41,339
-1,191
-3% -$219K 6.09% 2
2025
Q4 		$7.93M Sell
42,530
-2,983
-7% -$555K 6.58% 2
2025
Q3 		$8.49M Sell
45,513
-3,518
-7% -$613K 6.96% 1
2025
Q2 		$7.75M Sell
49,031
-2,068
-4% -$260K 6.44% 2
2025
Q1 		$5.54M Sell
51,099
-3,739
-7% -$474K 4.87% 3
2024
Q4 		$7.36M Buy
+54,838
New +$7.56M 6.28% 2

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

Elm3 Financial Group's NVDA Position: Q2 2026 in Review

Elm3 Financial Group reduced its NVIDIA (NVDA) stake by 2.2% in Q2 2026, selling an estimated $189K and leaving 40,418 shares worth $8.09M. The position accounts for 5.54% of the portfolio, ranked #2.

Elm3 Financial Group first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.49M in Q3 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Elm3 Financial Group held 40,418 shares of NVIDIA worth $8.09M as of Q2 2026.
  • Elm3 Financial Group sold 921 NVIDIA shares in Q2 2026, an estimated $189K.
  • NVIDIA made up 5.54% of Elm3 Financial Group's portfolio in Q2 2026, its #2 holding.
  • Elm3 Financial Group first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • Elm3 Financial Group's NVIDIA position peaked at $8.49M in Q3 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.