Red Mountain Financial’s NVIDIA NVDA Stock Holding History

Red Mountain Financial’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	$4.08M	Sell	20,392 -676	-3%	-$139K	3.42%	8
2026 Q1	$3.67M	Sell	21,068 -580	-3%	-$106K	3.46%	7
2025 Q4	$4.04M	Sell	21,648 -478	-2%	-$89K	3.96%	5
2025 Q3	$4.13M	Sell	22,126 -664	-3%	-$116K	4.19%	5
2025 Q2	$3.6M	Hold	22,790	–	–	4%	6
2025 Q1	$2.47M	Sell	22,790 -306	-1%	-$38.8K	3.01%	11
2024 Q4	$3.1M	Sell	23,096 -2,017	-8%	-$278K	3.33%	8
2024 Q3	$3.05M	Sell	25,113 -1,965	-7%	-$232K	3.24%	9
2024 Q2	$3.35M	Buy	+27,078	New	+$2.74M	4.03%	7
2023 Q4	$1.55M	Buy	+31,250	New	+$1.45M	2.39%	11

Other funds holding NVDA

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Red Mountain Financial's NVDA Position: Q2 2026 in Review

Red Mountain Financial reduced its NVIDIA (NVDA) stake by 3.2% in Q2 2026, selling an estimated $139K and leaving 20,392 shares worth $4.08M. The position accounts for 3.42% of the portfolio, ranked #8.

Red Mountain Financial first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.13M in Q3 2025. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Red Mountain Financial held 20,392 shares of NVIDIA worth $4.08M as of Q2 2026.
Red Mountain Financial sold 676 NVIDIA shares in Q2 2026, an estimated $139K.
NVIDIA made up 3.42% of Red Mountain Financial's portfolio in Q2 2026, its #8 holding.
Red Mountain Financial first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
Red Mountain Financial's NVIDIA position peaked at $4.13M in Q3 2025.
5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.