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Fi3 Financial Advisors’s NVIDIA NVDA Stock Holding History

Fi3 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 		$278K Sell
5,449
-42,897
-89% -$8.82M 0.07% 177
2026
Q1 		$8.43M Buy
48,346
+10,937
+29% +$2.01M 2.43% 9
2025
Q4 		$6.98M Buy
37,409
+3,745
+11% +$697K 2.13% 11
2025
Q3 		$6.28M Sell
33,664
-185
-0.5% -$32.2K 2.12% 11
2025
Q2 		$5.35M Buy
33,849
+1,655
+5% +$208K 1.93% 11
2025
Q1 		$3.49M Sell
32,194
-2,040
-6% -$259K 1.42% 15
2024
Q4 		$4.6M Sell
34,234
-441
-1% -$60.8K 1.72% 13
2024
Q3 		$4.21M Buy
34,675
+7,323
+27% +$865K 1.67% 13
2024
Q2 		$3.38M Sell
27,352
-938
-3% -$94.8K 1.49% 13
2024
Q1 		$2.51M Buy
28,290
+5,030
+22% +$365K 1.16% 16
2023
Q4 		$1.15M Buy
23,260
+100
+0.4% +$4.63K 0.55% 21
2023
Q3 		$1.01M Buy
23,160
+3,030
+15% +$136K 0.54% 23
2023
Q2 		$852K Buy
20,130
+100
+0.5% +$3.32K 0.45% 22
2023
Q1 		$556K Buy
20,030
+2,070
+12% +$44.8K 0.3% 34
2022
Q4 		$262K Buy
+17,960
New +$263K 0.15% 52
2022
Q2 		– Sell
-10,660
Closed -$291K – 56
2022
Q1 		$291K Buy
10,660
+2,850
+36% +$71.5K 0.23% 37
2021
Q4 		$230K Buy
+7,810
New +$215K 0.15% 45

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

Fi3 Financial Advisors's NVDA Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its NVIDIA (NVDA) stake by 89% in Q2 2026, selling an estimated $8.82M and leaving 5,449 shares worth $278K. The position accounts for 0.07% of the portfolio, ranked #177.

Fi3 Financial Advisors first reported a position in NVDA in Q4 2021 and has held it in 17 quarters since. The position peaked at $8.43M in Q1 2026. 5,979 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Fi3 Financial Advisors held 5,449 shares of NVIDIA worth $278K as of Q2 2026.
  • Fi3 Financial Advisors sold 42,897 NVIDIA shares in Q2 2026, an estimated $8.82M.
  • NVIDIA made up 0.07% of Fi3 Financial Advisors's portfolio in Q2 2026, its #177 holding.
  • Fi3 Financial Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 17 quarters since.
  • Fi3 Financial Advisors's NVIDIA position peaked at $8.43M in Q1 2026.
  • 5,979 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.