SageGuard Financial Group’s NVIDIA NVDA Stock Holding History

SageGuard Financial 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	$24M	Sell	119,956 -7,608	-6%	-$1.56M	3.37%	2
2026 Q1	$22.2M	Sell	127,564 -13,192	-9%	-$2.42M	3.44%	3
2025 Q4	$26.3M	Buy	+140,756	New	+$26.2M	4.18%	2
2021 Q3	–	Sell	-55,560	Closed	-$1.11M	–	93
2021 Q2	$1.11M	Hold	55,560	–	–	0.5%	52
2021 Q1	$742K	Sell	55,560 -2,080	-4%	-$28K	0.35%	58
2020 Q4	$752K	Buy	+57,640	New	+$772K	0.36%	59

Other funds holding NVDA

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

SageGuard Financial Group's NVDA Position: Q2 2026 in Review

SageGuard Financial Group reduced its NVIDIA (NVDA) stake by 6% in Q2 2026, selling an estimated $1.56M and leaving 119,956 shares worth $24M. The position accounts for 3.37% of the portfolio, ranked #2.

SageGuard Financial Group first reported a position in NVDA in Q4 2020 and has held it in 6 quarters since. The position peaked at $26.3M in Q4 2025. 3,835 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

SageGuard Financial Group held 119,956 shares of NVIDIA worth $24M as of Q2 2026.
SageGuard Financial Group sold 7,608 NVIDIA shares in Q2 2026, an estimated $1.56M.
NVIDIA made up 3.37% of SageGuard Financial Group's portfolio in Q2 2026, its #2 holding.
SageGuard Financial Group first reported a position in NVIDIA in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's NVIDIA position peaked at $26.3M in Q4 2025.
3,835 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.