JFS Wealth Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.45M | Sell |
22,263
-1,455
| -6% | -$299K | 0.22% | 71 |
|
|
2026
Q1 | $4.14M | Buy |
23,718
+393
| +2% | +$72.1K | 0.23% | 73 |
|
|
2025
Q4 | $4.35M | Buy |
23,325
+4,335
| +23% | +$807K | 0.25% | 66 |
|
|
2025
Q3 | $3.54M | Buy |
18,990
+1,243
| +7% | +$217K | 0.21% | 72 |
|
|
2025
Q2 | $2.8M | Buy |
17,747
+1,646
| +10% | +$207K | 0.18% | 76 |
|
|
2025
Q1 | $1.74M | Buy |
16,101
+154
| +1% | +$19.5K | 0.12% | 105 |
|
|
2024
Q4 | $2.14M | Buy |
15,947
+700
| +5% | +$96.5K | 0.15% | 86 |
|
|
2024
Q3 | $1.85M | Buy |
15,247
+2,044
| +15% | +$241K | 0.12% | 101 |
|
|
2024
Q2 | $1.63M | Buy |
13,203
+463
| +4% | +$46.8K | 0.13% | 90 |
|
|
2024
Q1 | $1.15M | Sell |
12,740
-330
| -3% | -$23.9K | 0.09% | 107 |
|
|
2023
Q4 | $647K | Sell |
13,070
-8,500
| -39% | -$394K | 0.06% | 135 |
|
|
2023
Q3 | $938K | Buy |
21,570
+13,940
| +183% | +$625K | 0.09% | 112 |
|
|
2023
Q2 | $323K | Hold |
7,630
| – | – | 0.03% | 173 |
|
|
2023
Q1 | $212K | Sell |
7,630
-80
| -1% | -$1.73K | 0.02% | 211 |
|
|
2022
Q4 | $113K | Sell |
7,710
-4,120
| -35% | -$60.4K | 0.01% | 263 |
|
|
2022
Q3 | $144K | Sell |
11,830
-4,940
| -29% | -$78.1K | 0.02% | 248 |
|
|
2022
Q2 | $254K | Buy |
16,770
+1,100
| +7% | +$20.8K | 0.03% | 187 |
|
|
2022
Q1 | $428K | Buy |
15,670
+3,410
| +28% | +$85.5K | 0.04% | 167 |
|
|
2021
Q4 | $361K | Buy |
12,260
+990
| +9% | +$27.2K | 0.03% | 179 |
|
|
2021
Q3 | $233K | Buy |
11,270
+10,990
| +3,925% | +$228K | 0.02% | 208 |
|
|
2021
Q2 | $6K | Sell |
280
-280
| -50% | -$4.49K | ﹤0.01% | 486 |
|
|
2021
Q1 | $7K | Buy |
560
+280
| +100% | +$3.76K | ﹤0.01% | 447 |
|
|
2020
Q4 | $4K | Hold |
280
| – | – | ﹤0.01% | 498 |
|
|
2020
Q3 | $4K | Hold |
280
| – | – | ﹤0.01% | 465 |
|
|
2020
Q2 | $3K | Buy |
+280
| New | +$2.27K | ﹤0.01% | 467 |
|
|
2018
Q4 | – | Sell |
-20,000
| Closed | -$141K | – | 511 |
|
|
2018
Q3 | $141K | Buy |
+20,000
| New | +$130K | 0.04% | 165 |
|
|
2018
Q1 | – | Sell |
-32,800
| Closed | -$159K | – | 559 |
|
|
2017
Q4 | $159K | Buy |
32,800
+20,000
| +156% | +$99.3K | 0.04% | 158 |
|
|
2017
Q3 | $57K | Hold |
12,800
| – | – | 0.01% | 233 |
|
|
2017
Q2 | $46K | Buy |
+12,800
| New | +$40.7K | 0.01% | 227 |
|
Other funds holding NVDA
JFS Wealth Advisors's NVDA Position: Q2 2026 in Review
JFS Wealth Advisors reduced its NVIDIA (NVDA) stake by 6.1% in Q2 2026, selling an estimated $299K and leaving 22,263 shares worth $4.45M. The position accounts for 0.22% of the portfolio, ranked #71.
JFS Wealth Advisors first reported a position in NVDA in Q2 2017 and has held it in 29 quarters since. 5,972 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.
- JFS Wealth Advisors held 22,263 shares of NVIDIA worth $4.45M as of Q2 2026.
- JFS Wealth Advisors sold 1,455 NVIDIA shares in Q2 2026, an estimated $299K.
- NVIDIA made up 0.22% of JFS Wealth Advisors's portfolio in Q2 2026, its #71 holding.
- JFS Wealth Advisors first reported a position in NVIDIA in Q2 2017 and has held it in 29 quarters since.
- 5,972 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.