Forum Finance Group’s NVIDIA NVDA Stock Holding History

Forum Finance 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	$6.52M	Buy	40,335 +11,462	+40%	+$2.36M	2.35%	7
2026 Q1	$4.1M	Buy	+28,873	New	+$5.3M	2.22%	9

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

Forum Finance Group's NVDA Position: Q2 2026 in Review

Forum Finance Group increased its NVIDIA (NVDA) stake by 40% in Q2 2026, buying an estimated $2.36M and bringing the position to 40,335 shares worth $6.52M. The position accounts for 2.35% of the portfolio, ranked #7.

Forum Finance Group first reported a position in NVDA in Q1 2026 and has held it in 2 quarters since. 5,922 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Forum Finance Group held 40,335 shares of NVIDIA worth $6.52M as of Q2 2026.
Forum Finance Group bought 11,462 NVIDIA shares in Q2 2026, an estimated $2.36M.
NVIDIA made up 2.35% of Forum Finance Group's portfolio in Q2 2026, its #7 holding.
Forum Finance Group first reported a position in NVIDIA in Q1 2026 and has held it in 2 quarters since.
5,922 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.