Houlihan Financial Resource Group’s NVIDIA NVDA Stock Holding History

Houlihan Financial Resource 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	$2.28M	Sell	11,378 -530	-4%	-$109K	0.81%	37
2026 Q1	$2.08M	Hold	11,908	–	–	0.81%	37
2025 Q4	$2.23M	Buy	11,908 +9,863	+482%	+$1.84M	0.85%	37
2025 Q3	$382K	Sell	2,045 -8,972	-81%	-$1.56M	0.34%	59
2025 Q2	$1.78M	Buy	11,017 +5,650	+105%	+$711K	0.74%	36
2025 Q1	$582K	Sell	5,367 -93	-2%	-$11.8K	0.26%	59
2024 Q4	$733K	Sell	5,460 -50	-0.9%	-$6.89K	0.31%	56
2024 Q3	$669K	Hold	5,510	–	–	0.28%	60
2024 Q2	$681K	Hold	5,510	–	–	0.46%	38
2024 Q1	$498K	Buy	5,510 +80	+1%	+$5.8K	0.22%	70
2023 Q4	$269K	Hold	5,430	–	–	0.13%	86
2023 Q3	$232K	Sell	5,430 -124,730	-96%	-$5.59M	0.12%	89
2023 Q2	$4.33M	Buy	+130,160	New	+$4.32M	0.13%	56

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

Houlihan Financial Resource Group's NVDA Position: Q2 2026 in Review

Houlihan Financial Resource Group reduced its NVIDIA (NVDA) stake by 4.5% in Q2 2026, selling an estimated $109K and leaving 11,378 shares worth $2.28M. The position accounts for 0.81% of the portfolio, ranked #37.

Houlihan Financial Resource Group first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.33M in Q2 2023. 5,979 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Houlihan Financial Resource Group held 11,378 shares of NVIDIA worth $2.28M as of Q2 2026.
Houlihan Financial Resource Group sold 530 NVIDIA shares in Q2 2026, an estimated $109K.
NVIDIA made up 0.81% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #37 holding.
Houlihan Financial Resource Group first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
Houlihan Financial Resource Group's NVIDIA position peaked at $4.33M in Q2 2023.
5,979 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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