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
Q2 		$32.4M Buy
161,950
+684
+0.4% +$141K 8.14% 1
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 $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

Stiles Financial Services's NVDA Position: Q2 2026 in Review

Stiles Financial Services increased its NVIDIA (NVDA) stake by 0.42% in Q2 2026, buying an estimated $141K and bringing the position to 161,950 shares worth $32.4M. The position accounts for 8.14% of the portfolio, ranked #1.

Stiles Financial Services first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. 5,973 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Stiles Financial Services held 161,950 shares of NVIDIA worth $32.4M as of Q2 2026.
  • Stiles Financial Services bought 684 NVIDIA shares in Q2 2026, an estimated $141K.
  • NVIDIA made up 8.14% of Stiles Financial Services's portfolio in Q2 2026, its #1 holding.
  • Stiles Financial Services first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • 5,973 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.