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Oxford Wealth Group’s NVIDIA NVDA Stock Holding History

Oxford Wealth 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 		$3.11M Sell
15,521
-1,331
-8% -$274K 1.39% 27
2026
Q1 		$2.94M Sell
16,852
-3,578
-18% -$656K 1.61% 27
2025
Q4 		$3.81M Buy
+20,430
New +$3.8M 1.85% 23
2024
Q4 		$3.63M Sell
27,050
-641
-2% -$88.4K 2.35% 10
2024
Q3 		$3.36M Sell
27,691
-6,834
-20% -$807K 2.74% 10
2024
Q2 		$4.27M Buy
34,525
+1,625
+5% +$164K 2.93% 6
2024
Q1 		$2.97M Buy
+32,900
New +$2.38M 2.71% 8

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 $3.38T AUM 44.17% 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 Wealth Group's NVDA Position: Q2 2026 in Review

Oxford Wealth Group reduced its NVIDIA (NVDA) stake by 7.9% in Q2 2026, selling an estimated $274K and leaving 15,521 shares worth $3.11M. The position accounts for 1.39% of the portfolio, ranked #27.

Oxford Wealth Group first reported a position in NVDA in Q1 2024 and has held it in 7 quarters since. The position peaked at $4.27M in Q2 2024. 5,985 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Oxford Wealth Group held 15,521 shares of NVIDIA worth $3.11M as of Q2 2026.
  • Oxford Wealth Group sold 1,331 NVIDIA shares in Q2 2026, an estimated $274K.
  • NVIDIA made up 1.39% of Oxford Wealth Group's portfolio in Q2 2026, its #27 holding.
  • Oxford Wealth Group first reported a position in NVIDIA in Q1 2024 and has held it in 7 quarters since.
  • Oxford Wealth Group's NVIDIA position peaked at $4.27M in Q2 2024.
  • 5,985 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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