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Ethos Financial Group’s NVIDIA NVDA Stock Holding History

Ethos 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 		$13.9M Buy
72,445
+11,462
+19% +$2.36M 0.93% 21
2026
Q1 		$10.8M Buy
60,983
+4,531
+8% +$831K 0.79% 28
2025
Q4 		$10.5M Sell
56,452
-107
-0.2% -$19.9K 0.78% 30
2025
Q3 		$10.6M Buy
56,559
+2,626
+5% +$458K 0.83% 32
2025
Q2 		$8.52M Buy
53,933
+12,612
+31% +$1.59M 0.73% 33
2025
Q1 		$5.31M Buy
41,321
+9,229
+29% +$1.17M 0.51% 51
2024
Q4 		$4.31M Buy
32,092
+6,241
+24% +$860K 0.56% 51
2024
Q3 		$3.14M Sell
25,851
-2,329
-8% -$275K 0.52% 43
2024
Q2 		$3.51M Sell
28,180
-9,650
-26% -$976K 0.62% 41
2024
Q1 		$3.42M Buy
37,830
+21,860
+137% +$1.58M 0.65% 42
2023
Q4 		$791K Buy
15,970
+3,550
+29% +$165K 0.17% 92
2023
Q3 		$540K Sell
12,420
-11,980
-49% -$537K 0.14% 88
2023
Q2 		$678K Hold
24,400
– – 0.23% 61
2023
Q1 		$678K Sell
24,400
-6,980
-22% -$151K 0.21% 68
2022
Q4 		$459K Buy
+31,380
New +$460K 0.16% 80

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

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

Ethos Financial Group increased its NVIDIA (NVDA) stake by 19% in Q2 2026, buying an estimated $2.36M and bringing the position to 72,445 shares worth $13.9M. The position accounts for 0.93% of the portfolio, ranked #21.

Ethos Financial Group first reported a position in NVDA in Q4 2022 and has held it in 15 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Ethos Financial Group held 72,445 shares of NVIDIA worth $13.9M as of Q2 2026.
  • Ethos Financial Group bought 11,462 NVIDIA shares in Q2 2026, an estimated $2.36M.
  • NVIDIA made up 0.93% of Ethos Financial Group's portfolio in Q2 2026, its #21 holding.
  • Ethos Financial Group first reported a position in NVIDIA in Q4 2022 and has held it in 15 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.