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Marshall Financial Group (Maryland)’s NVIDIA NVDA Stock Holding History

Marshall Financial Group (Maryland)’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 		$16M Buy
79,736
+646
+0.8% +$133K 2.33% 10
2026
Q1 		$13.8M Buy
79,090
+24
+0% +$4.4K 2.21% 12
2025
Q4 		$14.7M Sell
79,066
-857
-1% -$160K 2.86% 8
2025
Q3 		$14.9M Buy
79,923
+476
+0.6% +$83K 2.91% 9
2025
Q2 		$12.6M Buy
79,447
+1,085
+1% +$137K 2.47% 9
2025
Q1 		$8.49M Sell
78,362
-2,438
-3% -$309K 1.86% 12
2024
Q4 		$10.9M Sell
80,800
-1,316
-2% -$181K 2.63% 8
2024
Q3 		$9.97M Buy
82,116
+655
+0.8% +$77.4K 2.38% 8
2024
Q2 		$10.1M Sell
81,461
-6,779
-8% -$685K 2.81% 8
2024
Q1 		$7.97M Sell
88,240
-1,690
-2% -$122K 2.29% 10
2023
Q4 		$4.45M Sell
89,930
-16,430
-15% -$761K 1.44% 15
2023
Q3 		$4.63M Sell
106,360
-4,580
-4% -$205K 1.67% 13
2023
Q2 		$4.69M Sell
110,940
-8,190
-7% -$272K 1.6% 13
2023
Q1 		$3.31M Sell
119,130
-60,550
-34% -$1.31M 1.19% 18
2022
Q4 		$2.63M Buy
179,680
+16,000
+10% +$235K 1.02% 23
2022
Q3 		$1.99M Buy
163,680
+4,490
+3% +$71K 0.84% 25
2022
Q2 		$2.41M Buy
159,190
+32,130
+25% +$606K 0.96% 21
2022
Q1 		$3.47M Buy
127,060
+6,260
+5% +$157K 1.42% 8
2021
Q4 		$3.55M Buy
120,800
+9,010
+8% +$248K 1.31% 11
2021
Q3 		$2.32M Sell
111,790
-2,090
-2% -$43.4K 1.2% 9
2021
Q2 		$2.28M Sell
113,880
-19,840
-15% -$318K 1.23% 8
2021
Q1 		$1.78M Buy
133,720
+11,040
+9% +$148K 1.07% 16
2020
Q4 		$1.6M Buy
+122,680
New +$1.64M 1.04% 17

Other funds holding NVDA

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
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Marshall Financial Group (Maryland)'s NVDA Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its NVIDIA (NVDA) stake by 0.82% in Q2 2026, buying an estimated $133K and bringing the position to 79,736 shares worth $16M. The position accounts for 2.33% of the portfolio, ranked #10.

Marshall Financial Group (Maryland) first reported a position in NVDA in Q4 2020 and has held it in 23 quarters since. 2,372 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Marshall Financial Group (Maryland) held 79,736 shares of NVIDIA worth $16M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 646 NVIDIA shares in Q2 2026, an estimated $133K.
  • NVIDIA made up 2.33% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #10 holding.
  • Marshall Financial Group (Maryland) first reported a position in NVIDIA in Q4 2020 and has held it in 23 quarters since.
  • 2,372 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.