Financial Symmetry’s NVIDIA NVDA Stock Holding History

Financial Symmetry’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	$1.57M	Buy	7,825 +1,774	+29%	+$365K	0.52%	21
2026 Q1	$1.21M	Sell	6,051 -795	-12%	-$146K	0.43%	21
2025 Q4	$1.28M	Buy	6,846 +22	+0.3%	+$4.09K	0.52%	21
2025 Q3	$1.27M	Buy	6,824 +2,723	+66%	+$475K	0.57%	20
2025 Q2	$648K	Sell	4,101 -450	-10%	-$56.6K	0.33%	25
2025 Q1	$493K	Sell	4,551 -259	-5%	-$32.8K	0.3%	26
2024 Q4	$646K	Sell	4,810 -843	-15%	-$116K	0.44%	23
2024 Q3	$687K	Buy	5,653 +175	+3%	+$20.7K	0.48%	21
2024 Q2	$677K	Buy	5,478 +808	+17%	+$81.7K	0.53%	21
2024 Q1	$422K	Buy	+4,670	New	+$338K	0.37%	23

Other funds holding NVDA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Financial Symmetry's NVDA Position: Q2 2026 in Review

Financial Symmetry increased its NVIDIA (NVDA) stake by 29% in Q2 2026, buying an estimated $365K and bringing the position to 7,825 shares worth $1.57M. The position accounts for 0.52% of the portfolio, ranked #21.

Financial Symmetry first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. 2,757 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Financial Symmetry held 7,825 shares of NVIDIA worth $1.57M as of Q2 2026.
Financial Symmetry bought 1,774 NVIDIA shares in Q2 2026, an estimated $365K.
NVIDIA made up 0.52% of Financial Symmetry's portfolio in Q2 2026, its #21 holding.
Financial Symmetry first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
2,757 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.