NF
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Nvest Financial’s NVIDIA NVDA Stock Holding History

Nvest Financial’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 		$7.49M Sell
37,439
-1,430
-4% -$294K 2.37% 8
2026
Q1 		$6.78M Sell
38,869
-1,357
-3% -$249K 2.53% 9
2025
Q4 		$7.5M Buy
40,226
+4,638
+13% +$863K 3.12% 6
2025
Q3 		$6.64M Buy
35,588
+5,001
+16% +$872K 3.82% 5
2025
Q2 		$4.83M Buy
30,587
+3,654
+14% +$460K 2.52% 10
2025
Q1 		$2.92M Buy
26,933
+2,777
+11% +$352K 1.56% 21
2024
Q4 		$3.24M Buy
24,156
+9,780
+68% +$1.35M 1.65% 16
2024
Q3 		$1.75M Buy
14,376
+1,230
+9% +$145K 1% 33
2024
Q2 		$1.62M Buy
13,146
+1,086
+9% +$110K 1% 34
2024
Q1 		$1.09M Sell
12,060
-1,070
-8% -$77.6K 0.73% 39
2023
Q4 		$650K Buy
13,130
+4,300
+49% +$199K 0.51% 42
2023
Q3 		$384K Buy
8,830
+400
+5% +$17.9K 0.36% 45
2023
Q2 		$357K Sell
8,430
-1,460
-15% -$48.5K 0.31% 48
2023
Q1 		$275K Buy
+9,890
New +$214K 0.29% 55
2022
Q2 		– Sell
-9,900
Closed -$270K – 67
2022
Q1 		$270K Buy
+9,900
New +$248K 0.22% 66

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

Nvest Financial's NVDA Position: Q2 2026 in Review

Nvest Financial reduced its NVIDIA (NVDA) stake by 3.7% in Q2 2026, selling an estimated $294K and leaving 37,439 shares worth $7.49M. The position accounts for 2.37% of the portfolio, ranked #8.

Nvest Financial first reported a position in NVDA in Q1 2022 and has held it in 15 quarters since. The position peaked at $7.5M in Q4 2025. 5,968 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Nvest Financial held 37,439 shares of NVIDIA worth $7.49M as of Q2 2026.
  • Nvest Financial sold 1,430 NVIDIA shares in Q2 2026, an estimated $294K.
  • NVIDIA made up 2.37% of Nvest Financial's portfolio in Q2 2026, its #8 holding.
  • Nvest Financial first reported a position in NVIDIA in Q1 2022 and has held it in 15 quarters since.
  • Nvest Financial's NVIDIA position peaked at $7.5M in Q4 2025.
  • 5,968 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.