Northwest Financial Advisors’s NVIDIA NVDA Stock Holding History

Northwest 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	$219K	Buy	+1,095	New	+$225K	0.03%	86
2025 Q4	–	Sell	-1,461	Closed	-$273K	–	83
2025 Q3	$273K	Sell	1,461 -830	-36%	-$145K	0.35%	75
2025 Q2	$362K	Sell	2,291 -26,231	-92%	-$3.3M	0.51%	56
2025 Q1	$3.09M	Buy	28,522 +661	+2%	+$83.8K	2.56%	9
2024 Q4	$3.74M	Buy	27,861 +4	+0%	+$551	3.09%	7
2024 Q3	$3.38M	Sell	27,857 -922	-3%	-$109K	2.69%	7
2024 Q2	$3.56M	Buy	28,779 +6,369	+28%	+$644K	3.61%	7
2024 Q1	$2.02M	Buy	22,410 +7,680	+52%	+$557K	2.22%	8
2023 Q4	$729K	Buy	+14,730	New	+$683K	0.62%	32

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Northwest Financial Advisors opened a new position in NVIDIA (NVDA) in Q2 2026: 1,095 shares worth $219K. The stake represents 0.03% of the portfolio and ranks #86 among its holdings. This is a return to the name: Northwest Financial Advisors previously reported a position in NVDA as recently as Q3 2025.

Northwest Financial Advisors first reported a position in NVDA in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.74M in Q4 2024. 5,973 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Northwest Financial Advisors held 1,095 shares of NVIDIA worth $219K as of Q2 2026.
NVIDIA was a new Northwest Financial Advisors position in Q2 2026.
NVIDIA made up 0.03% of Northwest Financial Advisors's portfolio in Q2 2026, its #86 holding.
Northwest Financial Advisors first reported a position in NVIDIA in Q4 2023 and has held it in 9 quarters since.
Northwest Financial Advisors's NVIDIA position peaked at $3.74M in Q4 2024.
5,973 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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