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Novak & Powell Financial Services’s NVIDIA NVDA Stock Holding History

Novak & Powell Financial Services’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 		$3.14M Sell
15,700
-83
-0.5% -$17.1K 1.48% 17
2026
Q1 		$2.75M Sell
15,783
-2,010
-11% -$369K 1.48% 15
2025
Q4 		$3.32M Buy
17,793
+746
+4% +$139K 1.73% 13
2025
Q3 		$3.18M Sell
17,047
-6,187
-27% -$1.08M 1.67% 13
2025
Q2 		$3.67M Buy
23,234
+366
+2% +$46.1K 2.55% 9
2025
Q1 		$2.48M Sell
22,868
-46
-0.2% -$5.83K 1.54% 16
2024
Q4 		$3.08M Sell
22,914
-352
-2% -$48.5K 1.83% 13
2024
Q3 		$2.83M Buy
23,266
+293
+1% +$34.6K 1.64% 14
2024
Q2 		$2.84M Buy
22,973
+493
+2% +$49.8K 1.76% 14
2024
Q1 		$2.03M Buy
22,480
+40
+0.2% +$2.9K 1.52% 13
2023
Q4 		$1.11M Buy
+22,440
New +$1.04M 0.74% 37

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

Novak & Powell Financial Services's NVDA Position: Q2 2026 in Review

Novak & Powell Financial Services reduced its NVIDIA (NVDA) stake by 0.53% in Q2 2026, selling an estimated $17.1K and leaving 15,700 shares worth $3.14M. The position accounts for 1.48% of the portfolio, ranked #17.

Novak & Powell Financial Services first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.67M in Q2 2025. 5,975 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Novak & Powell Financial Services held 15,700 shares of NVIDIA worth $3.14M as of Q2 2026.
  • Novak & Powell Financial Services sold 83 NVIDIA shares in Q2 2026, an estimated $17.1K.
  • NVIDIA made up 1.48% of Novak & Powell Financial Services's portfolio in Q2 2026, its #17 holding.
  • Novak & Powell Financial Services first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • Novak & Powell Financial Services's NVIDIA position peaked at $3.67M in Q2 2025.
  • 5,975 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.