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Garton & Associates Financial Advisors’s NVIDIA NVDA Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-3,024
Closed -$527K – 52
2026
Q1 		$527K Sell
3,024
-1,173
-28% -$215K 0.43% 57
2025
Q4 		$783K Buy
+4,197
New +$781K 0.44% 46

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

Garton & Associates Financial Advisors's NVDA Position: Q2 2026 in Review

Garton & Associates Financial Advisors sold out of NVIDIA (NVDA) in Q2 2026, closing a stake of 3,024 shares — an estimated $527K sold.

Garton & Associates Financial Advisors first reported a position in NVDA in Q4 2025 and held it in 2 quarters. The position peaked at $783K in Q4 2025. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Garton & Associates Financial Advisors reported no remaining NVIDIA position as of Q2 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 3,024 NVIDIA shares in Q2 2026, an estimated $527K.
  • Garton & Associates Financial Advisors first reported a position in NVIDIA in Q4 2025 and held it in 2 quarters.
  • Garton & Associates Financial Advisors's NVIDIA position peaked at $783K in Q4 2025.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.