SFS
NVDA icon

Stiles Financial Services’s NVIDIA NVDA Stock Holding History

Stiles Financial Services’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 		$28.1M Buy
161,266
+2,844
+2% +$522K 8.59% 1
2025
Q4 		$29.5M Buy
158,422
+2,657
+2% +$495K 9.1% 1
2025
Q3 		$29.1M Buy
155,765
+2,200
+1% +$383K 9.16% 1
2025
Q2 		$24.3M Buy
153,565
+1,904
+1% +$240K 8.38% 1
2025
Q1 		$16.4M Buy
151,661
+512
+0.3% +$64.9K 6.31% 1
2024
Q4 		$20.3M Sell
151,149
-2,824
-2% -$389K 7.35% 1
2024
Q3 		$18.7M Buy
153,973
+888
+0.6% +$105K 6.59% 1
2024
Q2 		$18.9M Sell
153,085
-10,215
-6% -$1.03M 7.27% 1
2024
Q1 		$14.7M Sell
163,300
-10,610
-6% -$769K 5.89% 1
2023
Q4 		$8.61M Sell
173,910
-9,120
-5% -$423K 3.91% 2
2023
Q3 		$7.96M Sell
183,030
-4,530
-2% -$203K 4.13% 2
2023
Q2 		$7.93M Sell
187,560
-14,360
-7% -$477K 3.94% 2
2023
Q1 		$5.61M Sell
201,920
-24,990
-11% -$541K 3.01% 2
2022
Q4 		$3.32M Sell
226,910
-12,460
-5% -$183K 1.9% 8
2022
Q3 		$2.91M Buy
239,370
+1,710
+0.7% +$27K 1.77% 11
2022
Q2 		$3.6M Sell
237,660
-2,140
-0.9% -$40.4K 2.17% 6
2022
Q1 		$6.54M Sell
239,800
-3,310
-1% -$83K 3.27% 2
2021
Q4 		$7.12M Buy
+243,110
New +$6.69M 3.43% 2

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

Stiles Financial Services's NVDA Position: Q1 2026 in Review

Stiles Financial Services increased its NVIDIA (NVDA) stake by 1.8% in Q1 2026, buying an estimated $522K and bringing the position to 161,266 shares worth $28.1M. The position accounts for 8.59% of the portfolio, ranked #1.

Stiles Financial Services first reported a position in NVDA in Q4 2021 and has held it in 18 quarters since. The position peaked at $29.5M in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Stiles Financial Services held 161,266 shares of NVIDIA worth $28.1M as of Q1 2026.
  • Stiles Financial Services bought 2,844 NVIDIA shares in Q1 2026, an estimated $522K.
  • NVIDIA made up 8.59% of Stiles Financial Services's portfolio in Q1 2026, its #1 holding.
  • Stiles Financial Services first reported a position in NVIDIA in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's NVIDIA position peaked at $29.5M in Q4 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.