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Michels Family Financial’s NVIDIA NVDA Stock Holding History

Michels Family Financial’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 		$1.56M Buy
7,821
+697
+10% +$143K 1% 28
2026
Q1 		$1.24M Buy
7,124
+1,974
+38% +$362K 0.9% 28
2025
Q4 		$961K Buy
5,150
+859
+20% +$160K 0.71% 40
2025
Q3 		$801K Buy
4,291
+207
+5% +$36.1K 0.62% 48
2025
Q2 		$645K Buy
4,084
+196
+5% +$24.7K 0.55% 60
2025
Q1 		$421K Buy
3,888
+419
+12% +$53.1K 0.38% 88
2024
Q4 		$466K Buy
+3,469
New +$478K 0.43% 82

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Michels Family Financial's NVDA Position: Q2 2026 in Review

Michels Family Financial increased its NVIDIA (NVDA) stake by 9.8% in Q2 2026, buying an estimated $143K and bringing the position to 7,821 shares worth $1.56M. The position accounts for 1% of the portfolio, ranked #28.

Michels Family Financial first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 5,995 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Michels Family Financial held 7,821 shares of NVIDIA worth $1.56M as of Q2 2026.
  • Michels Family Financial bought 697 NVIDIA shares in Q2 2026, an estimated $143K.
  • NVIDIA made up 1% of Michels Family Financial's portfolio in Q2 2026, its #28 holding.
  • Michels Family Financial first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 5,995 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.