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Holistic Financial Partners’s NVIDIA NVDA Stock Holding History

Holistic Financial Partners’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 		$2.75M Sell
13,719
-23,712
-63% -$4.88M 1.68% 16
2026
Q1 		$6.53M Sell
37,431
-29
-0.1% -$5.32K 2.43% 10
2025
Q4 		$6.99M Buy
37,460
+159
+0.4% +$29.6K 2.53% 10
2025
Q3 		$6.96M Buy
37,301
+1,037
+3% +$181K 2.85% 9
2025
Q2 		$5.73M Sell
36,264
-263
-0.7% -$33.1K 2.51% 9
2025
Q1 		$3.96M Buy
36,527
+632
+2% +$80.1K 1.91% 11
2024
Q4 		$4.82M Buy
35,895
+87
+0.2% +$12K 2.39% 10
2024
Q3 		$4.35M Buy
35,808
+119
+0.3% +$14.1K 2.09% 10
2024
Q2 		$4.41M Buy
35,689
+199
+0.6% +$20.1K 2.21% 10
2024
Q1 		$3.21M Buy
35,490
+2,220
+7% +$161K 1.63% 12
2023
Q4 		$1.65M Buy
33,270
+580
+2% +$26.9K 0.99% 20
2023
Q3 		$1.42M Sell
32,690
-220
-0.7% -$9.86K 0.94% 21
2023
Q2 		$1.39M Sell
32,910
-60
-0.2% -$1.99K 0.97% 20
2023
Q1 		$916K Sell
32,970
-10
-0% -$216 0.72% 23
2022
Q4 		$482K Sell
32,980
-2,330
-7% -$34.2K 0.43% 38
2022
Q3 		$429K Sell
35,310
-770
-2% -$12.2K 0.42% 36
2022
Q2 		$547K Buy
36,080
+2,010
+6% +$37.9K 0.52% 26
2022
Q1 		$930K Buy
34,070
+8,380
+33% +$210K 0.59% 26
2021
Q4 		$756K Sell
25,690
-3,190
-11% -$87.8K 0.44% 33
2021
Q3 		$598K Sell
28,880
-3,120
-10% -$64.8K 0.37% 37
2021
Q2 		$640K Sell
32,000
-3,360
-10% -$53.9K 0.38% 39
2021
Q1 		$472K Sell
35,360
-2,960
-8% -$39.8K 0.31% 45
2020
Q4 		$500K Buy
38,320
+4,200
+12% +$56.2K 0.35% 41
2020
Q3 		$462K Buy
34,120
+7,720
+29% +$89.8K 0.37% 39
2020
Q2 		$251K Sell
26,400
-4,080
-13% -$33K 0.22% 62
2020
Q1 		$201K Sell
30,480
-6,960
-19% -$43.9K 0.21% 64
2019
Q4 		$220K Buy
+37,440
New +$195K 0.13% 101
2018
Q2 		– Sell
-13,120
Closed -$76K – 257
2018
Q1 		$76K Hold
13,120
– – 0.06% 138
2017
Q4 		$63K Buy
+13,120
New +$65.2K 0.05% 165

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

Holistic Financial Partners's NVDA Position: Q2 2026 in Review

Holistic Financial Partners reduced its NVIDIA (NVDA) stake by 63% in Q2 2026, selling an estimated $4.88M and leaving 13,719 shares worth $2.75M. The position accounts for 1.68% of the portfolio, ranked #16.

Holistic Financial Partners first reported a position in NVDA in Q4 2017 and has held it in 29 quarters since. The position peaked at $6.99M in Q4 2025. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Holistic Financial Partners held 13,719 shares of NVIDIA worth $2.75M as of Q2 2026.
  • Holistic Financial Partners sold 23,712 NVIDIA shares in Q2 2026, an estimated $4.88M.
  • NVIDIA made up 1.68% of Holistic Financial Partners's portfolio in Q2 2026, its #16 holding.
  • Holistic Financial Partners first reported a position in NVIDIA in Q4 2017 and has held it in 29 quarters since.
  • Holistic Financial Partners's NVIDIA position peaked at $6.99M in Q4 2025.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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