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Financial & Tax Architects’s NVIDIA NVDA Stock Holding History

Financial & Tax Architects’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 		$6.84M Sell
34,192
-563
-2% -$116K 1.44% 30
2026
Q1 		$6.06M Sell
34,755
-178
-0.5% -$32.7K 1.35% 31
2025
Q4 		$6.52M Sell
34,933
-1,028
-3% -$191K 1.46% 32
2025
Q3 		$6.71M Sell
35,961
-1,007
-3% -$176K 1.48% 32
2025
Q2 		$5.84M Buy
36,968
+1,269
+4% +$160K 1.42% 33
2025
Q1 		$3.87M Buy
35,699
+699
+2% +$88.6K 0.97% 34
2024
Q4 		$4.7M Buy
35,000
+749
+2% +$103K 1.2% 33
2024
Q3 		$4.16M Sell
34,251
-11
-0% -$1.3K 1.07% 34
2024
Q2 		$4.23M Sell
34,262
-2,358
-6% -$238K 1.13% 35
2024
Q1 		$3.31M Sell
36,620
-360
-1% -$26.1K 0.91% 36
2023
Q4 		$1.83M Sell
36,980
-3,710
-9% -$172K 0.54% 43
2023
Q3 		$1.77M Buy
40,690
+1,560
+4% +$69.9K 0.55% 43
2023
Q2 		$1.66M Sell
39,130
-8,940
-19% -$297K 0.51% 41
2023
Q1 		$1.34M Sell
48,070
-6,140
-11% -$133K 0.44% 43
2022
Q4 		$967K Sell
54,210
-3,830
-7% -$56.2K 0.33% 50
2022
Q3 		$705K Sell
58,040
-16,350
-22% -$258K 0.26% 44
2022
Q2 		$1.13M Sell
74,390
-24,590
-25% -$464K 0.43% 48
2022
Q1 		$2.7M Buy
98,980
+2,480
+3% +$62.2K 1.02% 39
2021
Q4 		$2.84M Sell
96,500
-8,880
-8% -$244K 1.16% 35
2021
Q3 		$2.18M Buy
105,380
+55,700
+112% +$1.16M 0.99% 38
2021
Q2 		$994K Buy
49,680
+960
+2% +$15.4K 0.49% 49
2021
Q1 		$650K Buy
+48,720
New +$655K 0.36% 50

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 & Tax Architects's NVDA Position: Q2 2026 in Review

Financial & Tax Architects reduced its NVIDIA (NVDA) stake by 1.6% in Q2 2026, selling an estimated $116K and leaving 34,192 shares worth $6.84M. The position accounts for 1.44% of the portfolio, ranked #30.

Financial & Tax Architects first reported a position in NVDA in Q1 2021 and has held it in 22 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Financial & Tax Architects held 34,192 shares of NVIDIA worth $6.84M as of Q2 2026.
  • Financial & Tax Architects sold 563 NVIDIA shares in Q2 2026, an estimated $116K.
  • NVIDIA made up 1.44% of Financial & Tax Architects's portfolio in Q2 2026, its #30 holding.
  • Financial & Tax Architects first reported a position in NVIDIA in Q1 2021 and has held it in 22 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.