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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
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 $6.73T 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

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

Erickson Financial Group increased its NVIDIA (NVDA) stake by 8.5% in Q2 2026, buying an estimated $32.9K and bringing the position to 2,037 shares worth $408K. The position accounts for 0.22% of the portfolio, ranked #21.

Erickson Financial Group first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. The position peaked at $422K in Q3 2025. 5,977 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Erickson Financial Group held 2,037 shares of NVIDIA worth $408K as of Q2 2026.
  • Erickson Financial Group bought 160 NVIDIA shares in Q2 2026, an estimated $32.9K.
  • NVIDIA made up 0.22% of Erickson Financial Group's portfolio in Q2 2026, its #21 holding.
  • Erickson Financial Group first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
  • Erickson Financial Group's NVIDIA position peaked at $422K in Q3 2025.
  • 5,977 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Erickson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.