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O'Connor Financial Group’s NVIDIA NVDA Stock Holding History

O'Connor Financial Group’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 		$1.88M Buy
9,376
+906
+11% +$186K 0.66% 21
2026
Q1 		$1.48M Buy
8,470
+76
+0.9% +$13.9K 0.6% 25
2025
Q4 		$1.58M Buy
8,394
+330
+4% +$61.4K 0.63% 25
2025
Q3 		$1.5M Buy
8,064
+166
+2% +$28.9K 0.63% 25
2025
Q2 		$1.26M Buy
7,898
+601
+8% +$75.6K 0.56% 25
2025
Q1 		$791K Buy
7,297
+406
+6% +$51.5K 0.41% 28
2024
Q4 		$925K Buy
6,891
+101
+1% +$13.9K 0.48% 27
2024
Q3 		$825K Buy
6,790
+122
+2% +$14.4K 0.43% 29
2024
Q2 		$824K Sell
6,668
-72
-1% -$7.28K 0.48% 27
2024
Q1 		$609K Buy
6,740
+100
+2% +$7.25K 0.36% 28
2023
Q4 		$329K Buy
6,640
+90
+1% +$4.17K 0.2% 46
2023
Q3 		$285K Buy
6,550
+270
+4% +$12.1K 0.2% 47
2023
Q2 		$266K Buy
+6,280
New +$209K 0.18% 48

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

O'Connor Financial Group's NVDA Position: Q2 2026 in Review

O'Connor Financial Group increased its NVIDIA (NVDA) stake by 11% in Q2 2026, buying an estimated $186K and bringing the position to 9,376 shares worth $1.88M. The position accounts for 0.66% of the portfolio, ranked #21.

O'Connor Financial Group first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • O'Connor Financial Group held 9,376 shares of NVIDIA worth $1.88M as of Q2 2026.
  • O'Connor Financial Group bought 906 NVIDIA shares in Q2 2026, an estimated $186K.
  • NVIDIA made up 0.66% of O'Connor Financial Group's portfolio in Q2 2026, its #21 holding.
  • O'Connor Financial Group first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.