EFG
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Everhart Financial Group’s NVIDIA NVDA Stock Holding History

Everhart 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 		$48.2M Sell
240,854
-10,003
-4% -$2.06M 3.08% 10
2026
Q1 		$43.7M Buy
250,857
+22,436
+10% +$4.12M 3.73% 4
2025
Q4 		$42.6M Buy
228,421
+10,267
+5% +$1.91M 3.95% 4
2025
Q3 		$40.7M Buy
218,154
+9,285
+4% +$1.62M 4.08% 4
2025
Q2 		$33M Buy
208,869
+4,024
+2% +$506K 3.81% 4
2025
Q1 		$22.2M Buy
204,845
+6,307
+3% +$799K 3.04% 6
2024
Q4 		$26.7M Buy
198,538
+15,685
+9% +$2.16M 5.49% 3
2024
Q3 		$22.2M Buy
182,853
+14,868
+9% +$1.76M 4.92% 2
2024
Q2 		$20.8M Buy
167,985
+15,885
+10% +$1.61M 5.39% 2
2024
Q1 		$13.7M Buy
152,100
+14,250
+10% +$1.03M 4% 3
2023
Q4 		$6.83M Buy
137,850
+14,020
+11% +$650K 2.42% 8
2023
Q3 		$5.04M Buy
123,830
+3,500
+3% +$157K 2.14% 8
2023
Q2 		$4.75M Buy
120,330
+15,640
+15% +$519K 1.97% 9
2023
Q1 		$2.91M Sell
104,690
-4,640
-4% -$100K 1.3% 17
2022
Q4 		$1.48M Buy
109,330
+70,560
+182% +$1.03M 0.74% 31
2022
Q3 		$471K Sell
38,770
-33,600
-46% -$531K 0.26% 73
2022
Q2 		$1.1M Buy
72,370
+2,490
+4% +$47K 0.67% 34
2022
Q1 		$1.91M Buy
69,880
+15,600
+29% +$391K 1.1% 23
2021
Q4 		$1.6M Buy
54,280
+7,160
+15% +$197K 0.96% 26
2021
Q3 		$977K Buy
47,120
+14,120
+43% +$293K 0.67% 35
2021
Q2 		$661K Buy
33,000
+8,880
+37% +$142K 0.45% 44
2021
Q1 		$322K Buy
24,120
+800
+3% +$10.8K 0.28% 57
2020
Q4 		$304K Buy
+23,320
New +$312K 0.28% 59

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

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

Everhart Financial Group reduced its NVIDIA (NVDA) stake by 4% in Q2 2026, selling an estimated $2.06M and leaving 240,854 shares worth $48.2M. The position accounts for 3.08% of the portfolio, ranked #10.

Everhart Financial Group first reported a position in NVDA in Q4 2020 and has held it in 23 quarters since. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Everhart Financial Group held 240,854 shares of NVIDIA worth $48.2M as of Q2 2026.
  • Everhart Financial Group sold 10,003 NVIDIA shares in Q2 2026, an estimated $2.06M.
  • NVIDIA made up 3.08% of Everhart Financial Group's portfolio in Q2 2026, its #10 holding.
  • Everhart Financial Group first reported a position in NVIDIA in Q4 2020 and has held it in 23 quarters since.
  • 1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.