Swisher Financial Concepts’s NVIDIA NVDA Stock Holding History

Swisher 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	$937K	Sell	4,683 -2,681	-36%	-$551K	0.59%	23
2026 Q1	$1.28M	Sell	7,364 -248	-3%	-$45.5K	0.72%	23
2025 Q4	$1.42M	Buy	7,612 +256	+3%	+$47.7K	0.81%	20
2025 Q3	$1.37M	Buy	7,356 +543	+8%	+$94.6K	0.82%	20
2025 Q2	$1.08M	Buy	6,813 +441	+7%	+$55.5K	0.69%	22
2025 Q1	$691K	Buy	6,372 +2,521	+65%	+$320K	0.57%	30
2024 Q4	$517K	Sell	3,851 -1,133	-23%	-$156K	0.61%	31
2024 Q3	$610K	Buy	4,984 +861	+21%	+$102K	0.38%	44
2024 Q2	$506K	Buy	4,123 +813	+25%	+$82.2K	0.51%	38
2024 Q1	$291K	Buy	+3,310	New	+$240K	0.25%	63

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

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

Swisher Financial Concepts reduced its NVIDIA (NVDA) stake by 36% in Q2 2026, selling an estimated $551K and leaving 4,683 shares worth $937K. The position accounts for 0.59% of the portfolio, ranked #23.

Swisher Financial Concepts first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.42M in Q4 2025. 5,979 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Swisher Financial Concepts held 4,683 shares of NVIDIA worth $937K as of Q2 2026.
Swisher Financial Concepts sold 2,681 NVIDIA shares in Q2 2026, an estimated $551K.
NVIDIA made up 0.59% of Swisher Financial Concepts's portfolio in Q2 2026, its #23 holding.
Swisher Financial Concepts first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
Swisher Financial Concepts's NVIDIA position peaked at $1.42M in Q4 2025.
5,979 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.