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Financial Strategies Group’s NVIDIA NVDA Stock Holding History

Financial Strategies 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
Q1 		$738K Sell
3,408
-21
-0.6% -$3.85K 0.12% 67
2025
Q4 		$642K Buy
3,429
+4
+0.1% +$745 0.12% 68
2025
Q3 		$709K Buy
3,425
+541
+19% +$94.3K 0.14% 65
2025
Q2 		$476K Hold
2,884
– – 0.1% 70
2025
Q1 		$324K Sell
2,884
-2
-0.1% -$253 0.08% 79
2024
Q4 		$392K Sell
2,886
-209
-7% -$28.8K 0.09% 74
2024
Q3 		$427K Sell
3,095
-937
-23% -$111K 0.1% 70
2024
Q2 		$530K Buy
4,032
+892
+28% +$90.2K 0.13% 52
2024
Q1 		$268K Buy
+3,140
New +$228K 0.07% 69

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Strategies Group's NVDA Position: Q1 2026 in Review

Financial Strategies Group reduced its NVIDIA (NVDA) stake by 0.61% in Q1 2026, selling an estimated $3.85K and leaving 3,408 shares worth $738K. The position accounts for 0.12% of the portfolio, ranked #67.

Financial Strategies Group first reported a position in NVDA in Q1 2024 and has held it in 9 quarters since. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Financial Strategies Group held 3,408 shares of NVIDIA worth $738K as of Q1 2026.
  • Financial Strategies Group sold 21 NVIDIA shares in Q1 2026, an estimated $3.85K.
  • NVIDIA made up 0.12% of Financial Strategies Group's portfolio in Q1 2026, its #67 holding.
  • Financial Strategies Group first reported a position in NVIDIA in Q1 2024 and has held it in 9 quarters since.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.