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
2025 Q2	–	Sell	-500	Closed	-$54.2K	–	111
2025 Q1	$54.2K	Buy	+500	New	+$63.4K	0.02%	101

Other funds holding NVDA

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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. 3,905 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.
3,905 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.