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Strategic Financial Concepts’s NVIDIA NVDA Stock Holding History

Strategic Financial Concepts’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 		$3.34M Sell
16,681
-4,448
-21% -$915K 0.99% 23
2026
Q1 		$3.69M Buy
21,129
+15,552
+279% +$2.85M 0.91% 28
2025
Q4 		$1.04M Sell
5,577
-9,386
-63% -$1.75M 0.95% 31
2025
Q3 		$2.79M Sell
14,963
-5,626
-27% -$981K 0.41% 36
2025
Q2 		$3.25M Sell
20,589
-29,291
-59% -$3.69M 0.46% 36
2025
Q1 		$5.41M Sell
49,880
-4,846
-9% -$614K 1.01% 25
2024
Q4 		$7.35M Buy
54,726
+26,768
+96% +$3.69M 1.41% 17
2024
Q3 		$3.4M Sell
27,958
-2,013,381
-99% -$238M 1.08% 21
2024
Q2 		$3.2M Buy
2,041,339
+1,997,829
+4,592% +$202M 1.87% 11
2024
Q1 		$3.93M Buy
43,510
+16,880
+63% +$1.22M 0.95% 29
2023
Q4 		$1.32M Sell
26,630
-14,460
-35% -$670K 0.78% 40
2023
Q3 		$1.79M Sell
41,090
-390
-0.9% -$17.5K 0.6% 46
2023
Q2 		$1.75M Sell
41,480
-440
-1% -$14.6K 0.65% 44
2023
Q1 		$1.16M Buy
+41,920
New +$907K 0.47% 59

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

Strategic Financial Concepts's NVDA Position: Q2 2026 in Review

Strategic Financial Concepts reduced its NVIDIA (NVDA) stake by 21% in Q2 2026, selling an estimated $915K and leaving 16,681 shares worth $3.34M. The position accounts for 0.99% of the portfolio, ranked #23.

Strategic Financial Concepts first reported a position in NVDA in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.35M in Q4 2024. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Strategic Financial Concepts held 16,681 shares of NVIDIA worth $3.34M as of Q2 2026.
  • Strategic Financial Concepts sold 4,448 NVIDIA shares in Q2 2026, an estimated $915K.
  • NVIDIA made up 0.99% of Strategic Financial Concepts's portfolio in Q2 2026, its #23 holding.
  • Strategic Financial Concepts first reported a position in NVIDIA in Q1 2023 and has held it in 14 quarters since.
  • Strategic Financial Concepts's NVIDIA position peaked at $7.35M in Q4 2024.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.