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 Q2	$710K	Buy	3,425 +17	+0.5%	+$3.5K	0.11%	67
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Financial Strategies Group increased its NVIDIA (NVDA) stake by 0.5% in Q2 2026, buying an estimated $3.5K and bringing the position to 3,425 shares worth $710K. The position accounts for 0.11% of the portfolio, ranked #67.

Financial Strategies Group first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. The position peaked at $738K in Q1 2026. 5,979 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Financial Strategies Group held 3,425 shares of NVIDIA worth $710K as of Q2 2026.
Financial Strategies Group bought 17 NVIDIA shares in Q2 2026, an estimated $3.5K.
NVIDIA made up 0.11% of Financial Strategies Group's portfolio in Q2 2026, its #67 holding.
Financial Strategies Group first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
Financial Strategies Group's NVIDIA position peaked at $738K in Q1 2026.
5,979 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.