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Highland Financial Advisors’s NVIDIA NVDA Stock Holding History

Highland 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 		$532K Buy
2,659
+198
+8% +$40.7K 0.12% 47
2026
Q1 		$429K Buy
2,461
+323
+15% +$59.3K 0.11% 45
2025
Q4 		$399K Buy
2,138
+589
+38% +$110K 0.11% 42
2025
Q3 		$289K Buy
+1,549
New +$270K 0.08% 44
2025
Q1 		– Sell
-2,098
Closed -$282K – 57
2024
Q4 		$282K Buy
+2,098
New +$289K 0.1% 42
2023
Q2 		– Sell
-9,320
Closed -$259K – 46
2023
Q1 		$259K Sell
9,320
-8,000
-46% -$173K 0.14% 41
2022
Q4 		$253K Hold
17,320
– – 0.15% 42
2022
Q3 		$210K Hold
17,320
– – 0.15% 54
2022
Q2 		$263K Buy
+17,320
New +$327K 0.18% 45

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

Highland Financial Advisors's NVDA Position: Q2 2026 in Review

Highland Financial Advisors increased its NVIDIA (NVDA) stake by 8% in Q2 2026, buying an estimated $40.7K and bringing the position to 2,659 shares worth $532K. The position accounts for 0.12% of the portfolio, ranked #47.

Highland Financial Advisors first reported a position in NVDA in Q2 2022 and has held it in 9 quarters since. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Highland Financial Advisors held 2,659 shares of NVIDIA worth $532K as of Q2 2026.
  • Highland Financial Advisors bought 198 NVIDIA shares in Q2 2026, an estimated $40.7K.
  • NVIDIA made up 0.12% of Highland Financial Advisors's portfolio in Q2 2026, its #47 holding.
  • Highland Financial Advisors first reported a position in NVIDIA in Q2 2022 and has held it in 9 quarters since.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.