Francis Financial’s NVIDIA NVDA Stock Holding History

Francis Financial’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	$7.14M	Buy	35,686 +687	+2%	+$141K	1.17%	20
2026 Q1	$6.1M	Buy	34,999 +3,522	+11%	+$646K	1.13%	20
2025 Q4	$5.87M	Buy	31,477 +1,168	+4%	+$217K	1.15%	19
2025 Q3	$7.79M	Buy	30,309 +1,373	+5%	+$239K	1.39%	17
2025 Q2	$4.57M	Sell	28,936 -1,981	-6%	-$249K	1.05%	17
2025 Q1	$3.35M	Sell	30,917 -13,543	-30%	-$1.72M	0.81%	21
2024 Q4	$4.53M	Buy	44,460 +31,907	+254%	+$4.4M	1.15%	16
2024 Q3	$1.52M	Buy	12,553 +1,122	+10%	+$133K	0.4%	29
2024 Q2	$1.41M	Buy	11,431 +2,841	+33%	+$287K	0.43%	28
2024 Q1	$776K	Buy	8,590 +2,120	+33%	+$154K	0.25%	32
2023 Q4	$320K	Buy	6,470 +1,500	+30%	+$69.5K	0.14%	46
2023 Q3	$216K	Hold	4,970	–	–	0.11%	46
2023 Q2	$210K	Buy	+4,970	New	+$165K	0.11%	43

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

Francis Financial's NVDA Position: Q2 2026 in Review

Francis Financial increased its NVIDIA (NVDA) stake by 2% in Q2 2026, buying an estimated $141K and bringing the position to 35,686 shares worth $7.14M. The position accounts for 1.17% of the portfolio, ranked #20.

Francis Financial first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.79M in Q3 2025. 5,973 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Francis Financial held 35,686 shares of NVIDIA worth $7.14M as of Q2 2026.
Francis Financial bought 687 NVIDIA shares in Q2 2026, an estimated $141K.
NVIDIA made up 1.17% of Francis Financial's portfolio in Q2 2026, its #20 holding.
Francis Financial first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
Francis Financial's NVIDIA position peaked at $7.79M in Q3 2025.
5,973 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.