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Shepherd Financial Partners’s NVIDIA NVDA Stock Holding History

Shepherd Financial Partners’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 		$19.2M Sell
95,815
-76
-0.1% -$15.6K 1.58% 15
2026
Q1 		$16.7M Sell
95,891
-1,963
-2% -$360K 1.59% 17
2025
Q4 		$18.2M Sell
97,854
-122
-0.1% -$22.7K 1.69% 16
2025
Q3 		$18.3M Sell
97,976
-359
-0.4% -$62.6K 1.74% 15
2025
Q2 		$15.5M Buy
98,335
+1,173
+1% +$148K 1.64% 16
2025
Q1 		$10.5M Buy
97,162
+12,402
+15% +$1.57M 1.23% 21
2024
Q4 		$11.4M Buy
84,760
+8,161
+11% +$1.12M 1.36% 13
2024
Q3 		$9.3M Buy
76,599
+17,497
+30% +$2.07M 1.12% 18
2024
Q2 		$7.3M Sell
59,102
-3,138
-5% -$317K 0.94% 19
2024
Q1 		$5.62M Sell
62,240
-1,910
-3% -$138K 0.74% 21
2023
Q4 		$3.18M Sell
64,150
-4,080
-6% -$189K 0.45% 37
2023
Q3 		$2.97M Buy
68,230
+2,480
+4% +$111K 0.47% 39
2023
Q2 		$2.78M Buy
65,750
+10
+0% +$332 0.43% 41
2023
Q1 		$1.83M Buy
65,740
+3,730
+6% +$80.7K 0.31% 56
2022
Q4 		$906K Sell
62,010
-9,680
-14% -$142K 0.16% 86
2022
Q3 		$870K Sell
71,690
-68,920
-49% -$1.09M 0.17% 85
2022
Q2 		$2.13M Buy
140,610
+3,320
+2% +$62.7K 0.41% 46
2022
Q1 		$3.75M Buy
137,290
+5,860
+4% +$147K 0.67% 22
2021
Q4 		$3.87M Sell
131,430
-8,250
-6% -$227K 0.67% 25
2021
Q3 		$2.9M Buy
139,680
+80
+0.1% +$1.66K 0.56% 34
2021
Q2 		$2.79M Buy
139,600
+1,120
+0.8% +$18K 0.53% 36
2021
Q1 		$1.85M Buy
138,480
+122,240
+753% +$1.64M 0.41% 52
2020
Q4 		$212K Buy
+16,240
New +$217K 0.05% 129

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

Shepherd Financial Partners's NVDA Position: Q2 2026 in Review

Shepherd Financial Partners reduced its NVIDIA (NVDA) stake by 0.08% in Q2 2026, selling an estimated $15.6K and leaving 95,815 shares worth $19.2M. The position accounts for 1.58% of the portfolio, ranked #15.

Shepherd Financial Partners first reported a position in NVDA in Q4 2020 and has held it in 23 quarters since. 5,964 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Shepherd Financial Partners held 95,815 shares of NVIDIA worth $19.2M as of Q2 2026.
  • Shepherd Financial Partners sold 76 NVIDIA shares in Q2 2026, an estimated $15.6K.
  • NVIDIA made up 1.58% of Shepherd Financial Partners's portfolio in Q2 2026, its #15 holding.
  • Shepherd Financial Partners first reported a position in NVIDIA in Q4 2020 and has held it in 23 quarters since.
  • 5,964 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.