NFA
NVDA icon

Northern Financial Advisors’s NVIDIA NVDA Stock Holding History

Northern Financial Advisors’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 		$4.74M Sell
23,711
-175
-0.7% -$36K 3.14% 7
2026
Q1 		$4.17M Buy
23,886
+6,693
+39% +$1.23M 3.04% 8
2025
Q4 		$3.21M Sell
17,193
-8,894
-34% -$1.66M 3.67% 6
2025
Q3 		$4.87M Buy
26,087
+3,672
+16% +$640K 2.55% 10
2025
Q2 		$3.54M Buy
22,415
+4,283
+24% +$539K 2.66% 8
2025
Q1 		$1.97M Buy
18,132
+376
+2% +$47.7K 1.62% 14
2024
Q4 		$2.38M Sell
17,756
-653
-4% -$90K 1.91% 12
2024
Q3 		$2.24M Buy
18,409
+86
+0.5% +$10.2K 1.7% 13
2024
Q2 		$2.26M Sell
18,323
-967
-5% -$97.8K 1.82% 12
2024
Q1 		$1.74M Sell
19,290
-1,530
-7% -$111K 1.36% 18
2023
Q4 		$1.03M Buy
20,820
+740
+4% +$34.3K 0.87% 39
2023
Q3 		$874K Sell
20,080
-2,560
-11% -$115K 0.8% 43
2023
Q2 		$958K Sell
22,640
-1,690
-7% -$56.1K 0.84% 36
2023
Q1 		$569K Sell
24,330
-850
-3% -$18.4K 0.54% 62
2022
Q4 		$293K Buy
+25,180
New +$369K 0.33% 76

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

Northern Financial Advisors's NVDA Position: Q2 2026 in Review

Northern Financial Advisors reduced its NVIDIA (NVDA) stake by 0.73% in Q2 2026, selling an estimated $36K and leaving 23,711 shares worth $4.74M. The position accounts for 3.14% of the portfolio, ranked #7.

Northern Financial Advisors first reported a position in NVDA in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.87M in Q3 2025. 5,973 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Northern Financial Advisors held 23,711 shares of NVIDIA worth $4.74M as of Q2 2026.
  • Northern Financial Advisors sold 175 NVIDIA shares in Q2 2026, an estimated $36K.
  • NVIDIA made up 3.14% of Northern Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Northern Financial Advisors first reported a position in NVIDIA in Q4 2022 and has held it in 15 quarters since.
  • Northern Financial Advisors's NVIDIA position peaked at $4.87M in Q3 2025.
  • 5,973 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.