SFA
NVDA icon

Seneca Financial Advisors’s NVIDIA NVDA Stock Holding History

Seneca 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 		$670K Buy
3,348
+1
+0% +$206 0.17% 37
2026
Q1 		$584K Buy
3,347
+200
+6% +$36.7K 0.17% 39
2025
Q4 		$587K Sell
3,147
-611
-16% -$114K 0.18% 40
2025
Q3 		$701K Sell
3,758
-127
-3% -$22.1K 0.23% 39
2025
Q2 		$614K Hold
3,885
– – 0.24% 39
2025
Q1 		$421K Sell
3,885
-219
-5% -$27.8K 0.2% 38
2024
Q4 		$551K Buy
4,104
+84
+2% +$11.6K 0.27% 36
2024
Q3 		$488K Sell
4,020
-87
-2% -$10.3K 0.24% 37
2024
Q2 		$507K Buy
4,107
+187
+5% +$18.9K 0.26% 40
2024
Q1 		$354K Buy
+3,920
New +$284K 0.19% 45
2023
Q3 		– Sell
-5,390
Closed -$228K – 53
2023
Q2 		$228K Buy
+5,390
New +$179K 0.15% 48

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

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

Seneca Financial Advisors increased its NVIDIA (NVDA) stake by 0.03% in Q2 2026, buying an estimated $206 and bringing the position to 3,348 shares worth $670K. The position accounts for 0.17% of the portfolio, ranked #37.

Seneca Financial Advisors first reported a position in NVDA in Q2 2023 and has held it in 11 quarters since. The position peaked at $701K in Q3 2025. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Seneca Financial Advisors held 3,348 shares of NVIDIA worth $670K as of Q2 2026.
  • Seneca Financial Advisors bought 1 NVIDIA share in Q2 2026, an estimated $206.
  • NVIDIA made up 0.17% of Seneca Financial Advisors's portfolio in Q2 2026, its #37 holding.
  • Seneca Financial Advisors first reported a position in NVIDIA in Q2 2023 and has held it in 11 quarters since.
  • Seneca Financial Advisors's NVIDIA position peaked at $701K in Q3 2025.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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