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Grantvest Financial Group’s NVIDIA NVDA Stock Holding History

Grantvest Financial 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 		$948K Sell
4,737
-284
-6% -$58.4K 0.55% 40
2026
Q1 		$876K Sell
5,021
-1,654
-25% -$303K 0.57% 40
2025
Q4 		$1.24M Sell
6,675
-238
-3% -$44.3K 0.8% 26
2025
Q3 		$1.29M Buy
6,913
+83
+1% +$14.5K 0.89% 27
2025
Q2 		$1.08M Sell
6,830
-88
-1% -$11.1K 0.8% 28
2025
Q1 		$750K Buy
6,918
+294
+4% +$37.3K 0.61% 37
2024
Q4 		$890K Buy
+6,624
New +$913K 0.99% 30

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

Grantvest Financial Group's NVDA Position: Q2 2026 in Review

Grantvest Financial Group reduced its NVIDIA (NVDA) stake by 5.7% in Q2 2026, selling an estimated $58.4K and leaving 4,737 shares worth $948K. The position accounts for 0.55% of the portfolio, ranked #40.

Grantvest Financial Group first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q3 2025. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Grantvest Financial Group held 4,737 shares of NVIDIA worth $948K as of Q2 2026.
  • Grantvest Financial Group sold 284 NVIDIA shares in Q2 2026, an estimated $58.4K.
  • NVIDIA made up 0.55% of Grantvest Financial Group's portfolio in Q2 2026, its #40 holding.
  • Grantvest Financial Group first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • Grantvest Financial Group's NVIDIA position peaked at $1.29M in Q3 2025.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.