Searcy Financial Services
NVDA icon

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
Q3 		$919K Sell
4,022
-5
-0.1% -$1.07K 0.33% 18
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Searcy Financial Services's NVDA Position: Q3 2026 in Review

Searcy Financial Services reduced its NVIDIA (NVDA) stake by 0.12% in Q3 2026, selling an estimated $1.07K and leaving 4,022 shares worth $919K. The position accounts for 0.33% of the portfolio, ranked #18.

Searcy Financial Services first reported a position in NVDA in Q4 2021 and has held it in 14 quarters since. The position peaked at $6.78M in Q1 2022. 4,182 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Searcy Financial Services held 4,022 shares of NVIDIA worth $919K as of Q3 2026.
  • Searcy Financial Services sold 5 NVIDIA shares in Q3 2026, an estimated $1.07K.
  • NVIDIA made up 0.33% of Searcy Financial Services's portfolio in Q3 2026, its #18 holding.
  • Searcy Financial Services first reported a position in NVIDIA in Q4 2021 and has held it in 14 quarters since.
  • Searcy Financial Services's NVIDIA position peaked at $6.78M in Q1 2022.
  • 4,182 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Searcy Financial Services's 13F filing for Q3 2026, filed 7 Oct 2026.