FI
NVDA icon

Finivi Inc’s NVIDIA NVDA Stock Holding History

Finivi Inc’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 		$5.52M Buy
27,599
+52
+0.2% +$10.7K 2.83% 10
2026
Q1 		$4.8M Buy
27,547
+1,490
+6% +$273K 2.62% 12
2025
Q4 		$4.86M Sell
26,057
-2,305
-8% -$429K 2.81% 11
2025
Q3 		$5.29M Buy
28,362
+4
+0% +$697 3.37% 7
2025
Q2 		$4.48M Buy
28,358
+832
+3% +$105K 3.04% 8
2025
Q1 		$2.98M Buy
27,526
+1,780
+7% +$226K 2.4% 17
2024
Q4 		$3.46M Sell
25,746
-5,429
-17% -$748K 2.76% 11
2024
Q3 		$3.79M Buy
31,175
+406
+1% +$48K 3.07% 10
2024
Q2 		$3.8M Sell
30,769
-3,011
-9% -$304K 3.15% 9
2024
Q1 		$3.05M Sell
33,780
-630
-2% -$45.7K 2.76% 10
2023
Q4 		$1.7M Buy
+34,410
New +$1.59M 1.66% 20
2021
Q4 		$1.89M Buy
+64,330
New +$1.77M 2% 14

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

Finivi Inc's NVDA Position: Q2 2026 in Review

Finivi Inc increased its NVIDIA (NVDA) stake by 0.19% in Q2 2026, buying an estimated $10.7K and bringing the position to 27,599 shares worth $5.52M. The position accounts for 2.83% of the portfolio, ranked #10.

Finivi Inc first reported a position in NVDA in Q4 2021 and has held it in 12 quarters since. 5,863 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Finivi Inc held 27,599 shares of NVIDIA worth $5.52M as of Q2 2026.
  • Finivi Inc bought 52 NVIDIA shares in Q2 2026, an estimated $10.7K.
  • NVIDIA made up 2.83% of Finivi Inc's portfolio in Q2 2026, its #10 holding.
  • Finivi Inc first reported a position in NVIDIA in Q4 2021 and has held it in 12 quarters since.
  • 5,863 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.