RTD Financial Advisors’s NVIDIA NVDA Stock Holding History

RTD 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	$479K	Buy	2,394 +1,041	+77%	+$214K	0.05%	96
2026 Q1	$236K	Sell	1,353 -244	-15%	-$44.8K	0.03%	111
2025 Q4	$298K	Sell	1,597 -480	-23%	-$89.3K	0.04%	105
2025 Q3	$388K	Buy	+2,077	New	+$362K	0.05%	87
2023 Q4	–	Sell	-8,070	Closed	-$351K	–	103
2023 Q3	$351K	Buy	8,070 +50	+0.6%	+$2.24K	0.05%	84
2023 Q2	$339K	Buy	+8,020	New	+$266K	0.05%	86

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

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

RTD Financial Advisors increased its NVIDIA (NVDA) stake by 77% in Q2 2026, buying an estimated $214K and bringing the position to 2,394 shares worth $479K. The position accounts for 0.05% of the portfolio, ranked #96.

RTD Financial Advisors first reported a position in NVDA in Q2 2023 and has held it in 6 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

RTD Financial Advisors held 2,394 shares of NVIDIA worth $479K as of Q2 2026.
RTD Financial Advisors bought 1,041 NVIDIA shares in Q2 2026, an estimated $214K.
NVIDIA made up 0.05% of RTD Financial Advisors's portfolio in Q2 2026, its #96 holding.
RTD Financial Advisors first reported a position in NVIDIA in Q2 2023 and has held it in 6 quarters since.
5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.