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JFS Wealth Advisors’s NVIDIA NVDA Stock Holding History

JFS Wealth 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 		$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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

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. 2,658 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.
  • 2,658 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.