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Strategic Financial Services’s NVIDIA NVDA Stock Holding History

Strategic 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 		$2.22M Buy
11,081
+618
+6% +$127K 0.1% 48
2026
Q1 		$1.82M Buy
10,463
+187
+2% +$34.3K 0.09% 55
2025
Q4 		$1.91M Sell
10,276
-843
-8% -$157K 0.09% 54
2025
Q3 		$2.07M Sell
11,119
-238
-2% -$41.5K 0.1% 48
2025
Q2 		$1.79M Buy
11,357
+71
+0.6% +$8.94K 0.1% 49
2025
Q1 		$1.22M Sell
11,286
-1,434
-11% -$182K 0.07% 57
2024
Q4 		$1.71M Buy
12,720
+836
+7% +$115K 0.1% 52
2024
Q3 		$1.44M Buy
11,884
+1,530
+15% +$181K 0.09% 55
2024
Q2 		$1.28M Sell
10,354
-1,516
-13% -$153K 0.08% 56
2024
Q1 		$1.07M Sell
11,870
-540
-4% -$39.1K 0.07% 60
2023
Q4 		$615K Buy
12,410
+170
+1% +$7.88K 0.04% 76
2023
Q3 		$532K Buy
12,240
+90
+0.7% +$4.03K 0.04% 80
2023
Q2 		$517K Sell
12,150
-500
-4% -$16.6K 0.04% 87
2023
Q1 		$351K Buy
+12,650
New +$274K 0.03% 96
2022
Q2 		– Sell
-12,680
Closed -$346K – 141
2022
Q1 		$346K Buy
12,680
+3,000
+31% +$75.2K 0.03% 108
2021
Q4 		$285K Hold
9,680
– – 0.02% 117
2021
Q3 		$201K Sell
9,680
-4,000
-29% -$83.1K 0.02% 127
2021
Q2 		$274K Buy
+13,680
New +$219K 0.02% 123
2020
Q4 		– Sell
-15,280
Closed -$207K – 135
2020
Q3 		$207K Buy
+15,280
New +$178K 0.02% 119
2018
Q4 		– Sell
-62,880
Closed -$442K – 141
2018
Q3 		$442K Buy
62,880
+760
+1% +$4.94K 0.07% 102
2018
Q2 		$368K Hold
62,120
– – 0.06% 106
2018
Q1 		$360K Hold
62,120
– – 0.06% 101
2017
Q4 		$301K Hold
62,120
– – 0.05% 112
2017
Q3 		$278K Buy
+62,120
New +$258K 0.05% 111

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 Services's NVDA Position: Q2 2026 in Review

Strategic Financial Services increased its NVIDIA (NVDA) stake by 5.9% in Q2 2026, buying an estimated $127K and bringing the position to 11,081 shares worth $2.22M. The position accounts for 0.1% of the portfolio, ranked #48.

Strategic Financial Services first reported a position in NVDA in Q3 2017 and has held it in 24 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Strategic Financial Services held 11,081 shares of NVIDIA worth $2.22M as of Q2 2026.
  • Strategic Financial Services bought 618 NVIDIA shares in Q2 2026, an estimated $127K.
  • NVIDIA made up 0.1% of Strategic Financial Services's portfolio in Q2 2026, its #48 holding.
  • Strategic Financial Services first reported a position in NVIDIA in Q3 2017 and has held it in 24 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Strategic Financial Services's 13F filing for Q2 2026, filed 24 Aug 2026.