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Mosaic Financial Group’s NVIDIA NVDA Stock Holding History

Mosaic 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
Q2 		$1.98M Buy
9,918
+945
+11% +$194K 1.27% 17
2026
Q1 		$1.56M Buy
8,973
+113
+1% +$20.7K 1.11% 21
2025
Q4 		$1.65M Buy
8,860
+312
+4% +$58.1K 1.13% 20
2025
Q3 		$1.59M Hold
8,548
– – 1.14% 21
2025
Q2 		$1.35M Buy
8,548
+1
+0% +$126 1.03% 25
2025
Q1 		$926K Sell
8,547
-1,717
-17% -$218K 0.75% 36
2024
Q4 		$1.38M Sell
10,264
-1,404
-12% -$194K 0.99% 26
2024
Q3 		$1.42M Sell
11,668
-1,049
-8% -$124K 1.01% 25
2024
Q2 		$1.57M Buy
12,717
+5,027
+65% +$508K 1.13% 21
2024
Q1 		$695K Buy
+7,690
New +$557K 0.56% 44

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 $3.37T 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

Mosaic Financial Group's NVDA Position: Q2 2026 in Review

Mosaic Financial Group increased its NVIDIA (NVDA) stake by 11% in Q2 2026, buying an estimated $194K and bringing the position to 9,918 shares worth $1.98M. The position accounts for 1.27% of the portfolio, ranked #17.

Mosaic Financial Group first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Mosaic Financial Group held 9,918 shares of NVIDIA worth $1.98M as of Q2 2026.
  • Mosaic Financial Group bought 945 NVIDIA shares in Q2 2026, an estimated $194K.
  • NVIDIA made up 1.27% of Mosaic Financial Group's portfolio in Q2 2026, its #17 holding.
  • Mosaic Financial Group first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.