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Englebert Financial Advisers’s NVIDIA NVDA Stock Holding History

Englebert Financial Advisers’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 		$125K Buy
+624
New +$128K 0.12% 65
2026
Q1 		– Sell
-398
Closed -$74.2K – 62
2025
Q4 		$74.2K Buy
+398
New +$74.1K 0.09% 53

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

Englebert Financial Advisers's NVDA Position: Q2 2026 in Review

Englebert Financial Advisers opened a new position in NVIDIA (NVDA) in Q2 2026: 624 shares worth $125K. The stake represents 0.12% of the portfolio and ranks #65 among its holdings. This is a return to the name: Englebert Financial Advisers previously reported a position in NVDA as recently as Q4 2025.

Englebert Financial Advisers first reported a position in NVDA in Q4 2025 and has held it in 2 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Englebert Financial Advisers held 624 shares of NVIDIA worth $125K as of Q2 2026.
  • NVIDIA was a new Englebert Financial Advisers position in Q2 2026.
  • NVIDIA made up 0.12% of Englebert Financial Advisers's portfolio in Q2 2026, its #65 holding.
  • Englebert Financial Advisers first reported a position in NVIDIA in Q4 2025 and has held it in 2 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Englebert Financial Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.