Searcy Financial Services’s NVIDIA NVDA Stock Holding History

Searcy Financial Services’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	$806K	Hold	4,027	–	–	0.27%	18
2026 Q1	$702K	Buy	4,027 +80	+2%	+$14.7K	0.26%	19
2025 Q4	$736K	Hold	3,947	–	–	0.27%	18
2025 Q3	$736K	Buy	3,947 +176	+5%	+$30.7K	0.28%	18
2025 Q2	$596K	Hold	3,771	–	–	0.24%	18
2025 Q1	$409K	Sell	3,771 -111	-3%	-$14.1K	0.18%	19
2024 Q4	$521K	Hold	3,882	–	–	0.24%	18
2024 Q3	$471K	Sell	3,882 -501	-11%	-$59.2K	0.22%	19
2024 Q2	$541K	Buy	4,383 +563	+15%	+$56.9K	0.27%	18
2024 Q1	$345K	Buy	+3,820	New	+$277K	0.18%	19
2023 Q3	–	Sell	-5,740	Closed	-$243K	–	22
2023 Q2	$243K	Buy	+5,740	New	+$191K	0.14%	18
2022 Q2	–	Sell	-248,570	Closed	-$6.78M	–	19
2022 Q1	$6.78M	Buy	248,570 +26,560	+12%	+$666K	3.98%	13
2021 Q4	$6.53M	Buy	+222,010	New	+$6.11M	2.92%	13

Other funds holding NVDA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Searcy Financial Services's NVDA Position: Q2 2026 in Review

Searcy Financial Services held its NVIDIA (NVDA) position steady in Q2 2026 at 4,027 shares worth $806K. The position accounts for 0.27% of the portfolio, ranked #18.

Searcy Financial Services first reported a position in NVDA in Q4 2021 and has held it in 13 quarters since. The position peaked at $6.78M in Q1 2022. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Searcy Financial Services held 4,027 shares of NVIDIA worth $806K as of Q2 2026.
Searcy Financial Services left its NVIDIA share count unchanged in Q2 2026.
NVIDIA made up 0.27% of Searcy Financial Services's portfolio in Q2 2026, its #18 holding.
Searcy Financial Services first reported a position in NVIDIA in Q4 2021 and has held it in 13 quarters since.
Searcy Financial Services's NVIDIA position peaked at $6.78M in Q1 2022.
2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Searcy Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.