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SS&H Financial Advisors’s NVIDIA NVDA Stock Holding History

SS&H 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 		$26.8M Buy
+133,706
New +$27.5M 6.84% 2
2025
Q4 		$24.9M Sell
133,291
-4,090
-3% -$761K 7.25% 2
2025
Q3 		$25.6M Sell
137,381
-3,675
-3% -$641K 7.79% 2
2025
Q2 		$22.3M Sell
141,056
-1,709
-1% -$215K 7.45% 2
2025
Q1 		$15.5M Buy
142,765
+1,770
+1% +$224K 5.77% 4
2024
Q4 		$18.9M Sell
140,995
-5,300
-4% -$731K 6.9% 3
2024
Q3 		$17.8M Sell
146,295
-925
-0.6% -$109K 6.47% 4
2024
Q2 		$18.2M Buy
147,220
+4,700
+3% +$475K 7.1% 3
2024
Q1 		$12.9M Sell
142,520
-3,500
-2% -$254K 5.36% 4
2023
Q4 		$7.23M Buy
146,020
+18,420
+14% +$854K 3.07% 6
2023
Q3 		$5.55M Buy
+127,600
New +$5.72M 2.6% 7
2023
Q1 		$3.64M Sell
131,050
-750
-0.6% -$16.2K 1.67% 16
2022
Q4 		$1.93M Buy
131,800
+37,300
+39% +$547K 0.92% 32
2022
Q3 		$1.15M Sell
94,500
-1,000
-1% -$15.8K 0.59% 52
2022
Q2 		$1.45M Buy
95,500
+250
+0.3% +$4.72K 0.67% 43
2022
Q1 		$2.6M Buy
+95,250
New +$2.39M 1.02% 28

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

SS&H Financial Advisors's NVDA Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in NVIDIA (NVDA) in Q2 2026: 133,706 shares worth $26.8M. The stake represents 6.84% of the portfolio and ranks #2 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in NVDA as recently as Q4 2025.

SS&H Financial Advisors first reported a position in NVDA in Q1 2022 and has held it in 16 quarters since. 5,964 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • SS&H Financial Advisors held 133,706 shares of NVIDIA worth $26.8M as of Q2 2026.
  • NVIDIA was a new SS&H Financial Advisors position in Q2 2026.
  • NVIDIA made up 6.84% of SS&H Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • SS&H Financial Advisors first reported a position in NVIDIA in Q1 2022 and has held it in 16 quarters since.
  • 5,964 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.