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TFO Wealth Partners’s NVIDIA NVDA Stock Holding History

TFO Wealth 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 		$206K Sell
1,028
-260
-20% -$53.5K 0.02% 65
2026
Q1 		$225K Buy
+1,288
New +$236K 0.03% 67
2024
Q4 		– Sell
-6,940
Closed -$843K – 25
2024
Q3 		$843K Buy
6,940
+3,220
+87% +$380K 0.15% 26
2024
Q2 		$460K Buy
3,720
+250
+7% +$25.3K 0.09% 30
2024
Q1 		$314K Sell
3,470
-380
-10% -$27.5K 0.06% 32
2023
Q4 		$191K Sell
3,850
-1,780
-32% -$82.5K 0.04% 36
2023
Q3 		$238K Buy
5,630
+20
+0.4% +$896 0.05% 42
2023
Q2 		$237K Buy
5,610
+1,950
+53% +$64.7K 0.05% 39
2023
Q1 		$102K Buy
3,660
+3,610
+7,220% +$78.1K 0.02% 56
2022
Q4 		$130 Sell
50
-110
-69% -$1.61K ﹤0.01% 716
2022
Q3 		$2K Sell
160
-1,720
-91% -$27.2K ﹤0.01% 121
2022
Q2 		$28K Buy
+1,880
New +$35.5K 0.01% 78
2021
Q4 		– Sell
-10
Closed – – 178
2021
Q3 		$0 Buy
+10
New +$208 ﹤0.01% 172
2021
Q2 		– Sell
-12,000
Closed -$160K – 156
2021
Q1 		$160K Buy
12,000
+9,880
+466% +$133K 0.05% 39
2020
Q4 		$28K Hold
2,120
– – 0.01% 60
2020
Q3 		$29K Sell
2,120
-400
-16% -$4.65K 0.01% 57
2020
Q2 		$24K Buy
2,520
+400
+19% +$3.24K 0.01% 61
2020
Q1 		$13K Buy
+2,120
New +$13.4K 0.01% 88

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

TFO Wealth Partners's NVDA Position: Q2 2026 in Review

TFO Wealth Partners reduced its NVIDIA (NVDA) stake by 20% in Q2 2026, selling an estimated $53.5K and leaving 1,028 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #65.

TFO Wealth Partners first reported a position in NVDA in Q1 2020 and has held it in 18 quarters since. The position peaked at $843K in Q3 2024. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • TFO Wealth Partners held 1,028 shares of NVIDIA worth $206K as of Q2 2026.
  • TFO Wealth Partners sold 260 NVIDIA shares in Q2 2026, an estimated $53.5K.
  • NVIDIA made up 0.02% of TFO Wealth Partners's portfolio in Q2 2026, its #65 holding.
  • TFO Wealth Partners first reported a position in NVIDIA in Q1 2020 and has held it in 18 quarters since.
  • TFO Wealth Partners's NVIDIA position peaked at $843K in Q3 2024.
  • 5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.