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SC&H Financial Advisors’s NVIDIA NVDA Stock Holding History

SC&H 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 		$1.81M Sell
9,042
-1,035
-10% -$213K 0.24% 51
2026
Q1 		$1.76M Buy
10,077
+1,291
+15% +$237K 0.27% 50
2025
Q4 		$1.64M Buy
8,786
+869
+11% +$162K 0.25% 47
2025
Q3 		$1.48M Sell
7,917
-1,276
-14% -$222K 0.24% 52
2025
Q2 		$1.45M Buy
9,193
+3,108
+51% +$391K 0.25% 52
2025
Q1 		$659K Buy
6,085
+1,011
+20% +$128K 0.13% 82
2024
Q4 		$681K Buy
5,074
+80
+2% +$11K 0.14% 80
2024
Q3 		$606K Buy
4,994
+1,953
+64% +$231K 0.13% 85
2024
Q2 		$376K Sell
3,041
-399
-12% -$40.3K 0.09% 102
2024
Q1 		$311K Sell
3,440
-2,060
-37% -$149K 0.08% 112
2023
Q4 		$273K Hold
5,500
– – 0.08% 116
2023
Q3 		$239K Hold
5,500
– – 0.08% 122
2023
Q2 		$233K Buy
+5,500
New +$183K 0.08% 122
2022
Q2 		– Sell
-10,080
Closed -$275K – 156
2022
Q1 		$275K Hold
10,080
– – 0.13% 126
2021
Q4 		$297K Buy
+10,080
New +$277K 0.16% 122

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

SC&H Financial Advisors's NVDA Position: Q2 2026 in Review

SC&H Financial Advisors reduced its NVIDIA (NVDA) stake by 10% in Q2 2026, selling an estimated $213K and leaving 9,042 shares worth $1.81M. The position accounts for 0.24% of the portfolio, ranked #51.

SC&H Financial Advisors first reported a position in NVDA in Q4 2021 and has held it in 15 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • SC&H Financial Advisors held 9,042 shares of NVIDIA worth $1.81M as of Q2 2026.
  • SC&H Financial Advisors sold 1,035 NVIDIA shares in Q2 2026, an estimated $213K.
  • NVIDIA made up 0.24% of SC&H Financial Advisors's portfolio in Q2 2026, its #51 holding.
  • SC&H Financial Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 15 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.