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Evernest Financial Advisors’s NVIDIA NVDA Stock Holding History

Evernest Financial Advisors’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 		$2.46M Sell
12,270
-379
-3% -$77.9K 0.51% 34
2026
Q1 		$2.74M Sell
12,649
-2,973
-19% -$545K 0.57% 33
2025
Q4 		$2.97M Sell
15,622
-1,024
-6% -$191K 0.62% 31
2025
Q3 		$3.11M Sell
16,646
-98
-0.6% -$17.1K 0.87% 27
2025
Q2 		$2.65M Sell
16,744
-49,143
-75% -$6.18M 0.86% 24
2025
Q1 		$7.14M Sell
65,887
-1,613
-2% -$204K 2.56% 11
2024
Q4 		$9.06M Buy
67,500
+30,238
+81% +$4.17M 2.35% 13
2024
Q3 		$4.53M Sell
37,262
-21,578
-37% -$2.55M 1.22% 18
2024
Q2 		$7.27M Sell
58,840
-75,230
-56% -$7.61M 3.26% 9
2024
Q1 		$10.2M Buy
134,070
+14,240
+12% +$1.03M 4.84% 6
2023
Q4 		$5.93M Buy
+119,830
New +$5.55M 3.01% 9
2021
Q4 		$8.59M Buy
+119,050
New +$3.28M 4.45% 6

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

Evernest Financial Advisors's NVDA Position: Q2 2026 in Review

Evernest Financial Advisors reduced its NVIDIA (NVDA) stake by 3% in Q2 2026, selling an estimated $77.9K and leaving 12,270 shares worth $2.46M. The position accounts for 0.51% of the portfolio, ranked #34.

Evernest Financial Advisors first reported a position in NVDA in Q4 2021 and has held it in 12 quarters since. The position peaked at $10.2M in Q1 2024. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Evernest Financial Advisors held 12,270 shares of NVIDIA worth $2.46M as of Q2 2026.
  • Evernest Financial Advisors sold 379 NVIDIA shares in Q2 2026, an estimated $77.9K.
  • NVIDIA made up 0.51% of Evernest Financial Advisors's portfolio in Q2 2026, its #34 holding.
  • Evernest Financial Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 12 quarters since.
  • Evernest Financial Advisors's NVIDIA position peaked at $10.2M in Q1 2024.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.