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Oak Family Advisors’s NVIDIA NVDA Stock Holding History

Oak Family 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 		$3.97M Buy
19,826
+3,357
+20% +$690K 1.01% 31
2026
Q1 		$2.87M Buy
16,469
+3,714
+29% +$681K 0.81% 41
2025
Q4 		$2.38M Buy
12,755
+379
+3% +$70.5K 0.65% 46
2025
Q3 		$2.31M Sell
12,376
-4,123
-25% -$719K 0.58% 47
2025
Q2 		$2.61M Buy
16,499
+12,496
+312% +$1.57M 0.82% 37
2025
Q1 		$434K Sell
4,003
-384
-9% -$48.7K 0.15% 66
2024
Q4 		$589K Buy
4,387
+47
+1% +$6.48K 0.21% 67
2024
Q3 		$527K Sell
4,340
-100
-2% -$11.8K 0.16% 91
2024
Q2 		$549K Sell
4,440
-400
-8% -$40.4K 0.19% 85
2024
Q1 		$437K Sell
4,840
-1,150
-19% -$83.4K 0.17% 87
2023
Q4 		$297K Buy
5,990
+50
+0.8% +$2.32K 0.12% 98
2023
Q3 		$258K Sell
5,940
-550
-8% -$24.6K 0.12% 92
2023
Q2 		$275K Buy
+6,490
New +$215K 0.13% 99
2022
Q3 		– Sell
-19,000
Closed -$288K – 129
2022
Q2 		$288K Sell
19,000
-2,750
-13% -$51.9K 0.14% 100
2022
Q1 		$594K Sell
21,750
-2,250
-9% -$56.4K 0.23% 76
2021
Q4 		$706K Hold
24,000
– – 0.26% 69
2021
Q3 		$497K Hold
24,000
– – 0.18% 76
2021
Q2 		$480K Hold
24,000
– – 0.2% 66
2021
Q1 		$320K Sell
24,000
-760
-3% -$10.2K 0.14% 79
2020
Q4 		$323K Buy
+24,760
New +$331K 0.17% 78

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

Oak Family Advisors's NVDA Position: Q2 2026 in Review

Oak Family Advisors increased its NVIDIA (NVDA) stake by 20% in Q2 2026, buying an estimated $690K and bringing the position to 19,826 shares worth $3.97M. The position accounts for 1.01% of the portfolio, ranked #31.

Oak Family Advisors first reported a position in NVDA in Q4 2020 and has held it in 20 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Oak Family Advisors held 19,826 shares of NVIDIA worth $3.97M as of Q2 2026.
  • Oak Family Advisors bought 3,357 NVIDIA shares in Q2 2026, an estimated $690K.
  • NVIDIA made up 1.01% of Oak Family Advisors's portfolio in Q2 2026, its #31 holding.
  • Oak Family Advisors first reported a position in NVIDIA in Q4 2020 and has held it in 20 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.