James Reed Financial Services’s NVIDIA NVDA Stock Holding History

James Reed Financial Services’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	$894K	Sell	4,469 -19	-0.4%	-$3.91K	0.68%	9
2026 Q1	$783K	Sell	4,488 -778	-15%	-$143K	0.68%	9
2025 Q4	$982K	Buy	5,266 +745	+16%	+$139K	0.79%	9
2025 Q3	$844K	Sell	4,521 -1,163	-20%	-$203K	0.76%	10
2025 Q2	$898K	Buy	5,684 +1,378	+32%	+$173K	0.81%	10
2025 Q1	$467K	Buy	4,306 +112	+3%	+$14.2K	0.52%	10
2024 Q4	$563K	Buy	+4,194	New	+$578K	0.59%	10
2022 Q1	–	Sell	-3,500	Closed	-$102K	–	121
2021 Q4	$102K	Buy	+3,500	New	+$96.3K	0.1%	23

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

James Reed Financial Services's NVDA Position: Q2 2026 in Review

James Reed Financial Services reduced its NVIDIA (NVDA) stake by 0.42% in Q2 2026, selling an estimated $3.91K and leaving 4,469 shares worth $894K. The position accounts for 0.68% of the portfolio, ranked #9.

James Reed Financial Services first reported a position in NVDA in Q4 2021 and has held it in 8 quarters since. The position peaked at $982K in Q4 2025. 2,412 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

James Reed Financial Services held 4,469 shares of NVIDIA worth $894K as of Q2 2026.
James Reed Financial Services sold 19 NVIDIA shares in Q2 2026, an estimated $3.91K.
NVIDIA made up 0.68% of James Reed Financial Services's portfolio in Q2 2026, its #9 holding.
James Reed Financial Services first reported a position in NVIDIA in Q4 2021 and has held it in 8 quarters since.
James Reed Financial Services's NVIDIA position peaked at $982K in Q4 2025.
2,412 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on James Reed Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.