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Oxford Financial Group’s NVIDIA NVDA Stock Holding History

Oxford 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 		$17.6M Sell
87,951
-27,153
-24% -$5.58M 0.89% 18
2026
Q1 		$20.1M Sell
115,104
-372
-0.3% -$68.2K 1.08% 17
2025
Q4 		$21.5M Sell
115,476
-14,338
-11% -$2.67M 1.18% 16
2025
Q3 		$24.2M Buy
129,814
+23,160
+22% +$4.04M 1.37% 16
2025
Q2 		$16.9M Sell
106,654
-22,918
-18% -$2.88M 1% 18
2025
Q1 		$14M Sell
129,572
-21,517
-14% -$2.73M 0.98% 18
2024
Q4 		$20.3M Buy
151,089
+15,279
+11% +$2.11M 1.31% 15
2024
Q3 		$16.5M Sell
135,810
-6,675
-5% -$788K 1.05% 19
2024
Q2 		$17.6M Buy
142,485
+12,025
+9% +$1.22M 1.16% 18
2024
Q1 		$11.8M Sell
130,460
-950
-0.7% -$68.9K 0.82% 20
2023
Q4 		$6.51M Buy
131,410
+4,540
+4% +$210K 0.48% 30
2023
Q3 		$5.52M Buy
126,870
+6,390
+5% +$286K 0.48% 31
2023
Q2 		$5.1M Buy
120,480
+31,750
+36% +$1.05M 0.48% 29
2023
Q1 		$2.46M Buy
88,730
+7,780
+10% +$168K 0.28% 36
2022
Q4 		$1.18M Buy
80,950
+3,510
+5% +$51.5K 0.14% 63
2022
Q3 		$940K Sell
77,440
-4,200
-5% -$66.4K 0.14% 63
2022
Q2 		$1.24M Buy
81,640
+10,060
+14% +$190K 0.18% 58
2022
Q1 		$1.95M Sell
71,580
-100
-0.1% -$2.51K 0.25% 40
2021
Q4 		$2.11M Sell
71,680
-1,370
-2% -$37.7K 0.24% 42
2021
Q3 		$1.51M Buy
73,050
+34,850
+91% +$724K 0.19% 49
2021
Q2 		$764K Buy
38,200
+11,560
+43% +$185K 0.1% 90
2021
Q1 		$355K Sell
26,640
-2,400
-8% -$32.3K 0.05% 132
2020
Q4 		$379K Buy
29,040
+1,120
+4% +$15K 0.05% 128
2020
Q3 		$378K Hold
27,920
– – 0.06% 115
2020
Q2 		$265K Buy
+27,920
New +$226K 0.04% 138

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

Oxford Financial Group's NVDA Position: Q2 2026 in Review

Oxford Financial Group reduced its NVIDIA (NVDA) stake by 24% in Q2 2026, selling an estimated $5.58M and leaving 87,951 shares worth $17.6M. The position accounts for 0.89% of the portfolio, ranked #18.

Oxford Financial Group first reported a position in NVDA in Q2 2020 and has held it in 25 quarters since. The position peaked at $24.2M in Q3 2025. 5,974 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Oxford Financial Group held 87,951 shares of NVIDIA worth $17.6M as of Q2 2026.
  • Oxford Financial Group sold 27,153 NVIDIA shares in Q2 2026, an estimated $5.58M.
  • NVIDIA made up 0.89% of Oxford Financial Group's portfolio in Q2 2026, its #18 holding.
  • Oxford Financial Group first reported a position in NVIDIA in Q2 2020 and has held it in 25 quarters since.
  • Oxford Financial Group's NVIDIA position peaked at $24.2M in Q3 2025.
  • 5,974 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.