Level Financial Advisors’s NVIDIA NVDA Stock Holding History

Level Financial 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	$1.23M	Sell	6,127 -7	-0.1%	-$1.44K	0.27%	45
2026 Q1	$1.07M	Buy	6,134 +574	+10%	+$105K	0.27%	46
2025 Q4	$1.04M	Buy	5,560 +839	+18%	+$156K	0.27%	49
2025 Q3	$881K	Sell	4,721 -35	-0.7%	-$6.1K	0.25%	52
2025 Q2	$751K	Hold	4,756	–	–	0.23%	53
2025 Q1	$515K	Buy	4,756 +387	+9%	+$49K	0.18%	58
2024 Q4	$587K	Buy	+4,369	New	+$602K	0.22%	52
2024 Q2	–	Sell	-3,590	Closed	-$324K	–	75
2024 Q1	$324K	Buy	3,590 +500	+16%	+$36.2K	0.15%	56
2023 Q4	$153K	Hold	3,090	–	–	0.08%	75
2023 Q3	$134K	Hold	3,090	–	–	0.08%	71
2023 Q2	$131K	Buy	3,090 +780	+34%	+$25.9K	0.07%	70
2023 Q1	$64.2K	Sell	2,310 -100	-4%	-$2.16K	0.04%	89
2022 Q4	$35K	Sell	2,410 -720	-23%	-$10.6K	0.02%	108
2022 Q3	$38K	Sell	3,130 -2,000	-39%	-$31.6K	0.03%	109
2022 Q2	$78K	Hold	5,130	–	–	0.06%	79
2022 Q1	$140K	Sell	5,130 -620	-11%	-$15.6K	0.11%	54
2021 Q4	$169K	Buy	+5,750	New	+$158K	0.13%	47

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

Level Financial Advisors's NVDA Position: Q2 2026 in Review

Level Financial Advisors reduced its NVIDIA (NVDA) stake by 0.11% in Q2 2026, selling an estimated $1.44K and leaving 6,127 shares worth $1.23M. The position accounts for 0.27% of the portfolio, ranked #45.

Level Financial Advisors first reported a position in NVDA in Q4 2021 and has held it in 17 quarters since. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Level Financial Advisors held 6,127 shares of NVIDIA worth $1.23M as of Q2 2026.
Level Financial Advisors sold 7 NVIDIA shares in Q2 2026, an estimated $1.44K.
NVIDIA made up 0.27% of Level Financial Advisors's portfolio in Q2 2026, its #45 holding.
Level Financial Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 17 quarters since.
5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.