New England Capital Financial Advisors’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$747K Sell
3,733
-138
-4% -$28.4K 0.18% 29
2026
Q1
$675K Sell
3,871
-79
-2% -$14.5K 0.18% 28
2025
Q4
$737K Buy
3,950
+400
+11% +$74.5K 0.29% 28
2025
Q3
$662K Sell
3,550
-26
-0.7% -$4.53K 0.28% 29
2025
Q2
$565K Buy
3,576
+566
+19% +$71.2K 0.26% 30
2025
Q1
$326K Sell
3,010
-801
-21% -$102K 0.17% 41
2024
Q4
$512K Sell
3,811
-110
-3% -$15.2K 0.25% 30
2024
Q3
$476K Buy
3,921
+170
+5% +$20.1K 0.25% 31
2024
Q2
$463K Buy
3,751
+431
+13% +$43.6K 0.26% 30
2024
Q1
$300K Hold
3,320
0.17% 42
2023
Q4
$165K Buy
3,320
+200
+6% +$9.27K 0.1% 59
2023
Q3
$136K Buy
3,120
+430
+16% +$19.3K 0.09% 59
2023
Q2
$114K Sell
2,690
-4,000
-60% -$133K 0.08% 69
2023
Q1
$186K Hold
6,690
0.13% 54
2022
Q4
$119K Buy
+6,690
New +$98.1K 0.08% 67

Other funds holding NVDA

New England Capital Financial Advisors's NVDA Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its NVIDIA (NVDA) stake by 3.6% in Q2 2026, selling an estimated $28.4K and leaving 3,733 shares worth $747K. The position accounts for 0.18% of the portfolio, ranked #29.

New England Capital Financial Advisors first reported a position in NVDA in Q4 2022 and has held it in 15 quarters since. 2,213 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • New England Capital Financial Advisors held 3,733 shares of NVIDIA worth $747K as of Q2 2026.
  • New England Capital Financial Advisors sold 138 NVIDIA shares in Q2 2026, an estimated $28.4K.
  • NVIDIA made up 0.18% of New England Capital Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • New England Capital Financial Advisors first reported a position in NVIDIA in Q4 2022 and has held it in 15 quarters since.
  • 2,213 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.