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Stage Harbor Financial’s NVIDIA NVDA Stock Holding History

Stage Harbor Financial’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 		$1.05M Sell
5,230
-369
-7% -$75.9K 0.6% 25
2026
Q1 		$976K Sell
5,599
-627
-10% -$115K 0.65% 22
2025
Q4 		$1.16M Sell
6,226
-272
-4% -$50.6K 0.78% 20
2025
Q3 		$1.21M Buy
6,498
+234
+4% +$40.8K 0.89% 18
2025
Q2 		$990K Buy
6,264
+167
+3% +$21K 0.8% 19
2025
Q1 		$661K Sell
6,097
-1,541
-20% -$195K 0.56% 23
2024
Q4 		$1.03M Sell
7,638
-282
-4% -$38.9K 0.89% 17
2024
Q3 		$1.07M Sell
7,920
-395
-5% -$46.7K 0.97% 17
2024
Q2 		$1.03M Sell
8,315
-455
-5% -$46K 0.99% 17
2024
Q1 		$792K Sell
8,770
-1,740
-17% -$126K 0.72% 20
2023
Q4 		$520K Buy
+10,510
New +$487K 0.5% 23

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

Stage Harbor Financial's NVDA Position: Q2 2026 in Review

Stage Harbor Financial reduced its NVIDIA (NVDA) stake by 6.6% in Q2 2026, selling an estimated $75.9K and leaving 5,230 shares worth $1.05M. The position accounts for 0.6% of the portfolio, ranked #25.

Stage Harbor Financial first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.21M in Q3 2025. 5,968 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Stage Harbor Financial held 5,230 shares of NVIDIA worth $1.05M as of Q2 2026.
  • Stage Harbor Financial sold 369 NVIDIA shares in Q2 2026, an estimated $75.9K.
  • NVIDIA made up 0.6% of Stage Harbor Financial's portfolio in Q2 2026, its #25 holding.
  • Stage Harbor Financial first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • Stage Harbor Financial's NVIDIA position peaked at $1.21M in Q3 2025.
  • 5,968 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.