Stiles Financial Services
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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
Q3 		$36.6M Sell
160,402
-1,548
-1% -$332K 9.34% 1
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Stiles Financial Services's NVDA Position: Q3 2026 in Review

Stiles Financial Services reduced its NVIDIA (NVDA) stake by 0.96% in Q3 2026, selling an estimated $332K and leaving 160,402 shares worth $36.6M. The position accounts for 9.34% of the portfolio, ranked #1.

Stiles Financial Services first reported a position in NVDA in Q4 2021 and has held it in 20 quarters since. 2,736 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Stiles Financial Services held 160,402 shares of NVIDIA worth $36.6M as of Q3 2026.
  • Stiles Financial Services sold 1,548 NVIDIA shares in Q3 2026, an estimated $332K.
  • NVIDIA made up 9.34% of Stiles Financial Services's portfolio in Q3 2026, its #1 holding.
  • Stiles Financial Services first reported a position in NVIDIA in Q4 2021 and has held it in 20 quarters since.
  • 2,736 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.