RF&L Wealth Management’s NVIDIA NVDA Stock Holding History

RF&L Wealth Management’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	$2.18M	Hold	10,910	–	–	1.48%	18
2026 Q1	$1.9M	Sell	10,910 -14,373	-57%	-$2.64M	1.42%	18
2025 Q4	$4.72M	Sell	25,283 -30	-0.1%	-$5.58K	2.64%	16
2025 Q3	$4.72M	Buy	25,313 +273	+1%	+$47.6K	2.77%	16
2025 Q2	$3.96M	Buy	25,040 +6,995	+39%	+$880K	2.55%	16
2025 Q1	$1.96M	Buy	18,045 +3,000	+20%	+$380K	1.4%	21
2024 Q4	$2.02M	Hold	15,045	–	–	1.43%	21
2024 Q3	$1.83M	Buy	15,045 +2,135	+17%	+$252K	1.29%	21
2024 Q2	$1.59M	Buy	12,910 +2,000	+18%	+$202K	1.21%	22
2024 Q1	$986K	Sell	10,910 -1,000	-8%	-$72.5K	0.76%	29
2023 Q4	$590K	Hold	11,910	–	–	0.49%	35
2023 Q3	$518K	Hold	11,910	–	–	0.48%	36
2023 Q2	$504K	Hold	11,910	–	–	0.46%	37
2023 Q1	$331K	Buy	+11,910	New	+$258K	0.32%	43

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

RF&L Wealth Management's NVDA Position: Q2 2026 in Review

RF&L Wealth Management held its NVIDIA (NVDA) position steady in Q2 2026 at 10,910 shares worth $2.18M. The position accounts for 1.48% of the portfolio, ranked #18.

RF&L Wealth Management first reported a position in NVDA in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.72M in Q3 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

RF&L Wealth Management held 10,910 shares of NVIDIA worth $2.18M as of Q2 2026.
RF&L Wealth Management left its NVIDIA share count unchanged in Q2 2026.
NVIDIA made up 1.48% of RF&L Wealth Management's portfolio in Q2 2026, its #18 holding.
RF&L Wealth Management first reported a position in NVIDIA in Q1 2023 and has held it in 14 quarters since.
RF&L Wealth Management's NVIDIA position peaked at $4.72M in Q3 2025.
5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on RF&L Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.