Monte Financial Group
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Monte Financial Group’s NVIDIA NVDA Stock Holding History

Monte Financial Group’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
Q3 		$2.2M Sell
9,642
-4
-0% -$858 0.74% 43
2026
Q2 		$1.94M Sell
9,646
-1,091
-10% -$224K 0.62% 45
2026
Q1 		$1.87M Buy
10,737
+1,007
+10% +$185K 0.67% 44
2025
Q4 		$1.81M Sell
9,730
-3,604
-27% -$671K 0.68% 44
2025
Q3 		$2.49M Sell
13,334
-336
-2% -$58.6K 0.91% 39
2025
Q2 		$2.16M Buy
13,670
+244
+2% +$30.7K 0.84% 39
2025
Q1 		$1.36M Buy
13,426
+2,588
+24% +$328K 0.6% 46
2024
Q4 		$1.46M Sell
10,838
-196
-2% -$27K 0.62% 42
2024
Q3 		$1.34M Sell
11,034
-560
-5% -$66.1K 0.56% 47
2024
Q2 		$1.43M Sell
11,594
-2,116
-15% -$214K 0.63% 41
2024
Q1 		$1.24M Sell
13,710
-4,080
-23% -$296K 0.54% 47
2023
Q4 		$881K Buy
17,790
+480
+3% +$22.2K 0.41% 59
2023
Q3 		$753K Sell
17,310
-10,180
-37% -$456K 0.38% 60
2023
Q2 		$1.16M Sell
27,490
-12,070
-31% -$401K 0.57% 42
2023
Q1 		$1.1M Buy
39,560
+1,780
+5% +$38.5K 0.58% 39
2022
Q4 		$552K Buy
37,780
+5,670
+18% +$83.2K 0.28% 64
2022
Q3 		$390K Buy
32,110
+780
+2% +$12.3K 0.24% 69
2022
Q2 		$475K Buy
31,330
+2,790
+10% +$52.7K 0.28% 67
2022
Q1 		$779K Sell
28,540
-3,810
-12% -$95.6K 0.41% 48
2021
Q4 		$951K Sell
32,350
-2,910
-8% -$80.1K 0.5% 42
2021
Q3 		$730K Sell
35,260
-100
-0.3% -$2.08K 0.42% 47
2021
Q2 		$707K Sell
35,360
-5,560
-14% -$89.1K 0.4% 47
2021
Q1 		$546K Sell
40,920
-10,560
-21% -$142K 0.33% 53
2020
Q4 		$672K Sell
51,480
-2,720
-5% -$36.4K 0.46% 49
2020
Q3 		$733K Sell
54,200
-29,560
-35% -$344K 0.55% 43
2020
Q2 		$796K Sell
83,760
-8,560
-9% -$69.3K 0.63% 39
2020
Q1 		$608K Sell
92,320
-10,680
-10% -$67.4K 0.59% 39
2019
Q4 		$606K Sell
103,000
-720
-0.7% -$3.74K 0.45% 48
2019
Q3 		$451K Buy
+103,720
New +$436K 0.36% 55

Other funds holding NVDA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Monte Financial Group's NVDA Position: Q3 2026 in Review

Monte Financial Group reduced its NVIDIA (NVDA) stake by 0.04% in Q3 2026, selling an estimated $858 and leaving 9,642 shares worth $2.2M. The position accounts for 0.74% of the portfolio, ranked #43.

Monte Financial Group first reported a position in NVDA in Q3 2019 and has held it in 29 quarters since. The position peaked at $2.49M in Q3 2025. 3,682 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Monte Financial Group held 9,642 shares of NVIDIA worth $2.2M as of Q3 2026.
  • Monte Financial Group sold 4 NVIDIA shares in Q3 2026, an estimated $858.
  • NVIDIA made up 0.74% of Monte Financial Group's portfolio in Q3 2026, its #43 holding.
  • Monte Financial Group first reported a position in NVIDIA in Q3 2019 and has held it in 29 quarters since.
  • Monte Financial Group's NVIDIA position peaked at $2.49M in Q3 2025.
  • 3,682 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Monte Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.