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Steffes Financial’s NVIDIA NVDA Stock Holding History

Steffes 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
Q1 		$594K Sell
3,407
-457
-12% -$83.8K 0.31% 17
2025
Q4 		$721K Buy
+3,864
New +$719K 0.38% 15

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steffes Financial's NVDA Position: Q1 2026 in Review

Steffes Financial reduced its NVIDIA (NVDA) stake by 12% in Q1 2026, selling an estimated $83.8K and leaving 3,407 shares worth $594K. The position accounts for 0.31% of the portfolio, ranked #17.

Steffes Financial first reported a position in NVDA in Q4 2025 and has held it in 2 quarters since. The position peaked at $721K in Q4 2025. 5,829 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Steffes Financial held 3,407 shares of NVIDIA worth $594K as of Q1 2026.
  • Steffes Financial sold 457 NVIDIA shares in Q1 2026, an estimated $83.8K.
  • NVIDIA made up 0.31% of Steffes Financial's portfolio in Q1 2026, its #17 holding.
  • Steffes Financial first reported a position in NVIDIA in Q4 2025 and has held it in 2 quarters since.
  • Steffes Financial's NVIDIA position peaked at $721K in Q4 2025.
  • 5,829 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Steffes Financial's 13F filing for Q1 2026, filed 15 May 2026.