Symphony Financial Services’s NVIDIA NVDA Stock Holding History

Symphony 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	$5.72M	Sell	28,589 -419	-1%	-$86.1K	2.57%	11
2026 Q1	$5.06M	Sell	29,008 -774	-3%	-$142K	2.6%	10
2025 Q4	$5.55M	Sell	29,782 -1,011	-3%	-$188K	2.85%	10
2025 Q3	$5.75M	Buy	30,793 +10	+0%	+$1.74K	3.09%	11
2025 Q2	$4.88M	Sell	30,783 -641	-2%	-$80.7K	2.91%	11
2025 Q1	$3.41M	Sell	31,424 -295	-0.9%	-$37.4K	2.22%	14
2024 Q4	$4.25M	Sell	31,719 -4,106	-11%	-$566K	3.41%	8
2024 Q3	$3.95M	Buy	35,825 +3,760	+12%	+$444K	3.36%	7
2024 Q2	$4.53M	Buy	+32,065	New	+$3.24M	3.89%	6

Other funds holding NVDA

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Symphony Financial Services's NVDA Position: Q2 2026 in Review

Symphony Financial Services reduced its NVIDIA (NVDA) stake by 1.4% in Q2 2026, selling an estimated $86.1K and leaving 28,589 shares worth $5.72M. The position accounts for 2.57% of the portfolio, ranked #11.

Symphony Financial Services first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.75M in Q3 2025. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Symphony Financial Services held 28,589 shares of NVIDIA worth $5.72M as of Q2 2026.
Symphony Financial Services sold 419 NVIDIA shares in Q2 2026, an estimated $86.1K.
NVIDIA made up 2.57% of Symphony Financial Services's portfolio in Q2 2026, its #11 holding.
Symphony Financial Services first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
Symphony Financial Services's NVIDIA position peaked at $5.75M in Q3 2025.
2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.