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Sovereign Financial Group’s NVIDIA NVDA Stock Holding History

Sovereign Financial Group’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 		$7.73M Buy
38,636
+1,351
+4% +$278K 1.18% 16
2026
Q1 		$6.5M Buy
37,285
+950
+3% +$174K 1.13% 18
2025
Q4 		$6.78M Sell
36,335
-244
-0.7% -$45.4K 1.17% 18
2025
Q3 		$6.82M Buy
36,579
+1,804
+5% +$314K 1.28% 17
2025
Q2 		$5.49M Buy
34,775
+323
+0.9% +$40.6K 1.13% 19
2025
Q1 		$3.73M Sell
34,452
-5,473
-14% -$694K 0.86% 24
2024
Q4 		$5.36M Sell
39,925
-61
-0.2% -$8.41K 1.23% 17
2024
Q3 		$4.86M Sell
39,986
-5,612
-12% -$663K 1.14% 17
2024
Q2 		$5.63M Sell
45,598
-7,132
-14% -$721K 1.4% 16
2024
Q1 		$4.76M Buy
52,730
+22,580
+75% +$1.64M 1.26% 17
2023
Q4 		$1.49M Buy
30,150
+5,470
+22% +$253K 0.46% 39
2023
Q3 		$1.07M Sell
24,680
-8,020
-25% -$359K 0.38% 57
2023
Q2 		$1.38M Buy
32,700
+12,070
+59% +$401K 0.45% 51
2023
Q1 		$573K Buy
20,630
+5,900
+40% +$128K 0.21% 114
2022
Q4 		$215K Buy
+14,730
New +$216K 0.08% 204
2022
Q2 		– Sell
-24,950
Closed -$681K – 221
2022
Q1 		$681K Buy
24,950
+1,750
+8% +$43.9K 0.25% 96
2021
Q4 		$682K Buy
23,200
+3,950
+21% +$109K 0.27% 98
2021
Q3 		$399K Buy
+19,250
New +$400K 0.23% 94

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

Sovereign Financial Group's NVDA Position: Q2 2026 in Review

Sovereign Financial Group increased its NVIDIA (NVDA) stake by 3.6% in Q2 2026, buying an estimated $278K and bringing the position to 38,636 shares worth $7.73M. The position accounts for 1.18% of the portfolio, ranked #16.

Sovereign Financial Group first reported a position in NVDA in Q3 2021 and has held it in 18 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Sovereign Financial Group held 38,636 shares of NVIDIA worth $7.73M as of Q2 2026.
  • Sovereign Financial Group bought 1,351 NVIDIA shares in Q2 2026, an estimated $278K.
  • NVIDIA made up 1.18% of Sovereign Financial Group's portfolio in Q2 2026, its #16 holding.
  • Sovereign Financial Group first reported a position in NVIDIA in Q3 2021 and has held it in 18 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.