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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 		$160K Buy
+800
New +$164K 0.16% 64
2026
Q1 		– Sell
-700
Closed -$340K – 63
2025
Q4 		$340K Buy
+700
New +$130K 0.39% 43

Other funds holding NVDA

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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. 3,164 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.
  • 3,164 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.