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Forum Financial Management’s NVIDIA NVDA Stock Holding History

Forum Financial Management’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 		$13.8M Buy
69,037
+14,205
+26% +$2.92M 0.18% 27
2026
Q1 		$9.56M Sell
54,832
-107,741
-66% -$19.8M 0.14% 37
2025
Q4 		$30.3M Buy
162,573
+5,485
+3% +$1.02M 0.39% 23
2025
Q3 		$29.3M Sell
157,088
-1,891
-1% -$330K 0.4% 23
2025
Q2 		$25.1M Sell
158,979
-23,270
-13% -$2.93M 0.38% 23
2025
Q1 		$19.8M Sell
182,249
-7,749
-4% -$982K 0.33% 24
2024
Q4 		$25.5M Buy
189,998
+41,757
+28% +$5.76M 0.42% 20
2024
Q3 		$18M Buy
148,241
+3,363
+2% +$397K 0.3% 24
2024
Q2 		$17.9M Sell
144,878
-14,672
-9% -$1.48M 0.32% 23
2024
Q1 		$14.4M Buy
159,550
+1,630
+1% +$118K 0.25% 29
2023
Q4 		$7.82M Buy
157,920
+14,990
+10% +$695K 0.15% 36
2023
Q3 		$6.22M Sell
142,930
-16,540
-10% -$741K 0.14% 35
2023
Q2 		$6.75M Buy
159,470
+5,070
+3% +$168K 0.15% 33
2023
Q1 		$4.29M Buy
154,400
+18,310
+13% +$396K 0.12% 43
2022
Q4 		$1.99M Buy
136,090
+3,260
+2% +$47.8K 0.07% 72
2022
Q3 		$1.61M Buy
132,830
+13,030
+11% +$206K 0.08% 73
2022
Q2 		$1.82M Sell
119,800
-12,260
-9% -$231K 0.09% 67
2022
Q1 		$3.6M Buy
132,060
+7,700
+6% +$193K 0.17% 35
2021
Q4 		$3.66M Buy
+124,360
New +$3.42M 0.19% 32

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

Forum Financial Management's NVDA Position: Q2 2026 in Review

Forum Financial Management increased its NVIDIA (NVDA) stake by 26% in Q2 2026, buying an estimated $2.92M and bringing the position to 69,037 shares worth $13.8M. The position accounts for 0.18% of the portfolio, ranked #27.

Forum Financial Management first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. The position peaked at $30.3M in Q4 2025. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Forum Financial Management held 69,037 shares of NVIDIA worth $13.8M as of Q2 2026.
  • Forum Financial Management bought 14,205 NVIDIA shares in Q2 2026, an estimated $2.92M.
  • NVIDIA made up 0.18% of Forum Financial Management's portfolio in Q2 2026, its #27 holding.
  • Forum Financial Management first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's NVIDIA position peaked at $30.3M in Q4 2025.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.