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Financial Concepts Unlimited’s NVIDIA NVDA Stock Holding History

Financial Concepts Unlimited’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 		$9.2M Sell
45,956
-5,524
-11% -$1.14M 7.21% 5
2026
Q1 		$8.98M Buy
+51,480
New +$9.44M 8.05% 5

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

Financial Concepts Unlimited's NVDA Position: Q2 2026 in Review

Financial Concepts Unlimited reduced its NVIDIA (NVDA) stake by 11% in Q2 2026, selling an estimated $1.14M and leaving 45,956 shares worth $9.2M. The position accounts for 7.21% of the portfolio, ranked #5.

Financial Concepts Unlimited first reported a position in NVDA in Q1 2026 and has held it in 2 quarters since. 5,929 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Financial Concepts Unlimited held 45,956 shares of NVIDIA worth $9.2M as of Q2 2026.
  • Financial Concepts Unlimited sold 5,524 NVIDIA shares in Q2 2026, an estimated $1.14M.
  • NVIDIA made up 7.21% of Financial Concepts Unlimited's portfolio in Q2 2026, its #5 holding.
  • Financial Concepts Unlimited first reported a position in NVIDIA in Q1 2026 and has held it in 2 quarters since.
  • 5,929 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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