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Strategic Financial Partners’s NVIDIA NVDA Stock Holding History

Strategic Financial Partners’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 		$283K Sell
1,415
-550
-28% -$113K 0.11% 73
2026
Q1 		$343K Sell
1,965
-270
-12% -$49.5K 0.15% 61
2025
Q4 		$417K Hold
2,235
– – 0.18% 57
2025
Q3 		$417K Buy
2,235
+15
+0.7% +$2.62K 0.19% 57
2025
Q2 		$351K Hold
2,220
– – 0.16% 60
2025
Q1 		$241K Hold
2,220
– – 0.13% 67
2024
Q4 		$298K Buy
+2,220
New +$306K 0.15% 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 Partners's NVDA Position: Q2 2026 in Review

Strategic Financial Partners reduced its NVIDIA (NVDA) stake by 28% in Q2 2026, selling an estimated $113K and leaving 1,415 shares worth $283K. The position accounts for 0.11% of the portfolio, ranked #73.

Strategic Financial Partners first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $417K in Q3 2025. 5,973 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Strategic Financial Partners held 1,415 shares of NVIDIA worth $283K as of Q2 2026.
  • Strategic Financial Partners sold 550 NVIDIA shares in Q2 2026, an estimated $113K.
  • NVIDIA made up 0.11% of Strategic Financial Partners's portfolio in Q2 2026, its #73 holding.
  • Strategic Financial Partners first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • Strategic Financial Partners's NVIDIA position peaked at $417K in Q3 2025.
  • 5,973 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Strategic Financial Partners's 13F filing for Q2 2026, filed 3 Aug 2026.