Erickson Financial Group
NVDA icon

Erickson Financial Group’s NVIDIA NVDA Stock Holding History

Erickson 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
Q3 		$397K Sell
1,737
-300
-15% -$64.3K 0.21% 22
2026
Q2 		$408K Buy
2,037
+160
+9% +$32.9K 0.22% 21
2026
Q1 		$327K Buy
1,877
+17
+0.9% +$3.12K 0.21% 22
2025
Q4 		$347K Sell
1,860
-400
-18% -$74.5K 0.21% 22
2025
Q3 		$422K Buy
2,260
+155
+7% +$27K 0.26% 18
2025
Q2 		$333K Buy
2,105
+10
+0.5% +$1.26K 0.22% 21
2025
Q1 		$227K Hold
2,095
– – 0.17% 25
2024
Q4 		$281K Hold
2,095
– – 0.2% 22
2024
Q3 		$254K Buy
2,095
+300
+17% +$35.4K 0.18% 24
2024
Q2 		$222K Buy
+1,795
New +$181K 0.17% 23

Other funds holding NVDA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Erickson Financial Group's NVDA Position: Q3 2026 in Review

Erickson Financial Group reduced its NVIDIA (NVDA) stake by 15% in Q3 2026, selling an estimated $64.3K and leaving 1,737 shares worth $397K. The position accounts for 0.21% of the portfolio, ranked #22.

Erickson Financial Group first reported a position in NVDA in Q2 2024 and has held it in 10 quarters since. The position peaked at $422K in Q3 2025. 5,269 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Erickson Financial Group held 1,737 shares of NVIDIA worth $397K as of Q3 2026.
  • Erickson Financial Group sold 300 NVIDIA shares in Q3 2026, an estimated $64.3K.
  • NVIDIA made up 0.21% of Erickson Financial Group's portfolio in Q3 2026, its #22 holding.
  • Erickson Financial Group first reported a position in NVIDIA in Q2 2024 and has held it in 10 quarters since.
  • Erickson Financial Group's NVIDIA position peaked at $422K in Q3 2025.
  • 5,269 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Erickson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.