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ROI Financial Advisors’s NVIDIA NVDA Stock Holding History

ROI Financial Advisors’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 		$11.7M Sell
58,432
-2,164
-4% -$445K 6.05% 3
2026
Q1 		$10.6M Sell
60,596
-3,811
-6% -$699K 6.32% 1
2025
Q4 		$12M Sell
64,407
-3,964
-6% -$738K 6.9% 1
2025
Q3 		$12.8M Sell
68,371
-10,904
-14% -$1.9M 7.62% 1
2025
Q2 		$12.5M Sell
79,275
-3,129
-4% -$394K 7.96% 1
2025
Q1 		$8.93M Sell
82,404
-2,704
-3% -$343K 6.49% 4
2024
Q4 		$11.4M Sell
85,108
-11,905
-12% -$1.64M 7.78% 1
2024
Q3 		$11.8M Sell
97,013
-13,280
-12% -$1.57M 8.14% 1
2024
Q2 		$13.6M Sell
110,293
-667
-0.6% -$67.4K 9.85% 1
2024
Q1 		$10M Sell
110,960
-5,520
-5% -$400K 7.88% 2
2023
Q4 		$5.77M Buy
+116,480
New +$5.4M 4.77% 5

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

ROI Financial Advisors's NVDA Position: Q2 2026 in Review

ROI Financial Advisors reduced its NVIDIA (NVDA) stake by 3.6% in Q2 2026, selling an estimated $445K and leaving 58,432 shares worth $11.7M. The position accounts for 6.05% of the portfolio, ranked #3.

ROI Financial Advisors first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.6M in Q2 2024. 5,973 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • ROI Financial Advisors held 58,432 shares of NVIDIA worth $11.7M as of Q2 2026.
  • ROI Financial Advisors sold 2,164 NVIDIA shares in Q2 2026, an estimated $445K.
  • NVIDIA made up 6.05% of ROI Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • ROI Financial Advisors first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • ROI Financial Advisors's NVIDIA position peaked at $13.6M in Q2 2024.
  • 5,973 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on ROI Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.