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Norris Financial Group’s NVIDIA NVDA Stock Holding History

Norris 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 		$4.23M Buy
21,157
+628
+3% +$129K 1.68% 23
2026
Q1 		$3.58M Buy
20,529
+625
+3% +$115K 1.17% 28
2025
Q4 		$3.71M Buy
19,904
+425
+2% +$79.1K 1.26% 24
2025
Q3 		$3.63M Sell
19,479
-10,606
-35% -$1.85M 1.33% 21
2025
Q2 		$4.75M Buy
30,085
+22,390
+291% +$2.82M 1.95% 17
2025
Q1 		$834K Sell
7,695
-7,789
-50% -$987K 0.39% 53
2024
Q4 		$2.08M Sell
15,484
-1,340
-8% -$185K 0.98% 28
2024
Q3 		$2.04M Sell
16,824
-4,904
-23% -$579K 1.01% 25
2024
Q2 		$2.68M Sell
21,728
-7,542
-26% -$763K 1.4% 18
2024
Q1 		$2.64M Sell
29,270
-3,700
-11% -$268K 1.45% 20
2023
Q4 		$1.63M Buy
32,970
+470
+1% +$21.8K 0.99% 28
2023
Q3 		$1.41M Sell
32,500
-960
-3% -$43K 0.98% 34
2023
Q2 		$1.42M Buy
33,460
+20,970
+168% +$696K 0.98% 35
2023
Q1 		$347K Buy
+12,490
New +$270K 0.25% 52

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

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

Norris Financial Group increased its NVIDIA (NVDA) stake by 3.1% in Q2 2026, buying an estimated $129K and bringing the position to 21,157 shares worth $4.23M. The position accounts for 1.68% of the portfolio, ranked #23.

Norris Financial Group first reported a position in NVDA in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.75M in Q2 2025. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Norris Financial Group held 21,157 shares of NVIDIA worth $4.23M as of Q2 2026.
  • Norris Financial Group bought 628 NVIDIA shares in Q2 2026, an estimated $129K.
  • NVIDIA made up 1.68% of Norris Financial Group's portfolio in Q2 2026, its #23 holding.
  • Norris Financial Group first reported a position in NVIDIA in Q1 2023 and has held it in 14 quarters since.
  • Norris Financial Group's NVIDIA position peaked at $4.75M in Q2 2025.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.