Strategic Family Wealth Counselors’s NVIDIA NVDA Stock Holding History

Strategic Family Wealth Counselors’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	$9.04M	Sell	45,184 -30	-0.1%	-$6.17K	2.1%	17
2026 Q1	$7.89M	Sell	45,214 -22,168	-33%	-$4.07M	2.07%	18
2025 Q4	$12M	Buy	67,382 +31,552	+88%	+$5.87M	2.69%	7
2025 Q3	$6.69M	Sell	35,830 -61	-0.2%	-$10.6K	1.72%	19
2025 Q2	$5.67M	Buy	35,891 +48	+0.1%	+$6.04K	1.62%	21
2025 Q1	$3.88M	Sell	35,843 -467	-1%	-$59.2K	1.26%	29
2024 Q4	$4.88M	Buy	36,310 +5,307	+17%	+$731K	1.59%	22
2024 Q3	$3.77M	Buy	31,003 +1,145	+4%	+$135K	1.32%	26
2024 Q2	$3.69M	Sell	29,858 -72	-0.2%	-$7.28K	1.4%	24
2024 Q1	$2.7M	Buy	+29,930	New	+$2.17M	1.07%	30
2022 Q2	–	Sell	-7,850	Closed	-$214K	–	101
2022 Q1	$214K	Buy	7,850 +450	+6%	+$11.3K	0.09%	95
2021 Q4	$218K	Buy	+7,400	New	+$204K	0.07%	93

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Strategic Family Wealth Counselors's NVDA Position: Q2 2026 in Review

Strategic Family Wealth Counselors reduced its NVIDIA (NVDA) stake by 0.07% in Q2 2026, selling an estimated $6.17K and leaving 45,184 shares worth $9.04M. The position accounts for 2.1% of the portfolio, ranked #17.

Strategic Family Wealth Counselors first reported a position in NVDA in Q4 2021 and has held it in 12 quarters since. The position peaked at $12M in Q4 2025. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Strategic Family Wealth Counselors held 45,184 shares of NVIDIA worth $9.04M as of Q2 2026.
Strategic Family Wealth Counselors sold 30 NVIDIA shares in Q2 2026, an estimated $6.17K.
NVIDIA made up 2.1% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #17 holding.
Strategic Family Wealth Counselors first reported a position in NVIDIA in Q4 2021 and has held it in 12 quarters since.
Strategic Family Wealth Counselors's NVIDIA position peaked at $12M in Q4 2025.
5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.