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Montgomery Financial Services’s NVIDIA NVDA Stock Holding History

Montgomery Financial Services’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 		$27.6K Buy
+138
New +$28.4K 0.02% 102

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Montgomery Financial Services's NVDA Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in NVIDIA (NVDA) in Q2 2026: 138 shares worth $27.6K. The stake represents 0.02% of the portfolio and ranks #102 among its holdings.

5,714 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Montgomery Financial Services held 138 shares of NVIDIA worth $27.6K as of Q2 2026.
  • NVIDIA was a new Montgomery Financial Services position in Q2 2026.
  • NVIDIA made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #102 holding.
  • 5,714 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.