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Symphony Financial’s NVIDIA NVDA Stock Holding History

Symphony Financial’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 		$39.1M Buy
200,102
+17,079
+9% +$3.51M 4.28% 2
2026
Q1 		$31.2M Buy
183,023
+3,829
+2% +$702K 4.14% 2
2025
Q4 		$33.6M Sell
179,194
-55,055
-24% -$10.2M 4.51% 2
2025
Q3 		$43.6M Buy
234,249
+9,608
+4% +$1.67M 5.31% 2
2025
Q2 		$37.1M Buy
224,641
+108,091
+93% +$13.6M 4.86% 2
2025
Q1 		$13M Sell
116,550
-129,412
-53% -$16.4M 7.71% 2
2024
Q4 		$34.7M Buy
245,962
+29,514
+14% +$4.07M 5.46% 2
2024
Q3 		$26.1M Buy
216,448
+9,710
+5% +$1.15M 4.31% 3
2024
Q2 		$25.5M Buy
206,738
+61,128
+42% +$6.18M 4.66% 3
2024
Q1 		$13.2M Sell
145,610
-54,860
-27% -$3.98M 3.07% 5
2023
Q4 		$11M Buy
200,470
+126,000
+169% +$5.84M 2.38% 10
2023
Q3 		$3.33M Buy
74,470
+11,820
+19% +$530K 0.81% 27
2023
Q2 		$2.57M Sell
62,650
-23,220
-27% -$771K 0.63% 40
2023
Q1 		$2.36M Buy
85,870
+10,440
+14% +$226K 0.61% 38
2022
Q4 		$1.16M Buy
75,430
+15,390
+26% +$226K 0.31% 65
2022
Q3 		$734K Sell
60,040
-16,150
-21% -$255K 0.24% 93
2022
Q2 		$1.18M Sell
76,190
-28,500
-27% -$538K 0.35% 64
2022
Q1 		$2.5M Buy
104,690
+28,840
+38% +$723K 0.59% 34
2021
Q4 		$2.28M Buy
75,850
+18,480
+32% +$508K 0.63% 35
2021
Q3 		$1.18M Sell
57,370
-108,430
-65% -$2.25M 0.41% 49
2021
Q2 		$3.31M Sell
165,800
-117,840
-42% -$1.89M 1.13% 20
2021
Q1 		$4.48M Buy
283,640
+96,320
+51% +$1.29M 1.18% 18
2020
Q4 		$2.46M Sell
187,320
-1,600
-0.8% -$21.4K 0.88% 27
2020
Q3 		$2.56M Buy
188,920
+86,400
+84% +$1.01M 1.04% 23
2020
Q2 		$974K Buy
+102,520
New +$829K 0.47% 39

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

Symphony Financial's NVDA Position: Q2 2026 in Review

Symphony Financial increased its NVIDIA (NVDA) stake by 9.3% in Q2 2026, buying an estimated $3.51M and bringing the position to 200,102 shares worth $39.1M. The position accounts for 4.28% of the portfolio, ranked #2.

Symphony Financial first reported a position in NVDA in Q2 2020 and has held it in 25 quarters since. The position peaked at $43.6M in Q3 2025. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Symphony Financial held 200,102 shares of NVIDIA worth $39.1M as of Q2 2026.
  • Symphony Financial bought 17,079 NVIDIA shares in Q2 2026, an estimated $3.51M.
  • NVIDIA made up 4.28% of Symphony Financial's portfolio in Q2 2026, its #2 holding.
  • Symphony Financial first reported a position in NVIDIA in Q2 2020 and has held it in 25 quarters since.
  • Symphony Financial's NVIDIA position peaked at $43.6M in Q3 2025.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.