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Tobias Financial Advisors’s NVIDIA NVDA Stock Holding History

Tobias Financial Advisors’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 		$5.96M Buy
29,786
+9,924
+50% +$2.04M 0.76% 25
2026
Q1 		$3.46M Sell
19,862
-977
-5% -$179K 0.48% 34
2025
Q4 		$3.89M Buy
20,839
+3,516
+20% +$654K 0.55% 31
2025
Q3 		$3.23M Buy
17,323
+1,794
+12% +$313K 0.49% 38
2025
Q2 		$2.45M Buy
15,529
+2,823
+22% +$355K 0.42% 45
2025
Q1 		$1.38M Buy
12,706
+975
+8% +$124K 0.27% 48
2024
Q4 		$1.58M Sell
11,731
-26
-0.2% -$3.58K 0.32% 45
2024
Q3 		$1.43M Sell
11,757
-2,487
-17% -$294K 0.29% 46
2024
Q2 		$1.76M Buy
14,244
+3,444
+32% +$348K 0.38% 38
2024
Q1 		$976K Buy
10,800
+2,610
+32% +$189K 0.22% 52
2023
Q4 		$406K Buy
8,190
+1,970
+32% +$91.3K 0.1% 66
2023
Q3 		$271K Hold
6,220
– – 0.07% 76
2023
Q2 		$263K Sell
6,220
-1,090
-15% -$36.2K 0.07% 80
2023
Q1 		$203K Sell
7,310
-7,460
-51% -$161K 0.06% 79
2022
Q4 		$216K Buy
+14,770
New +$217K 0.07% 73
2022
Q3 		– Sell
-13,960
Closed -$212K – 83
2022
Q2 		$212K Buy
13,960
+920
+7% +$17.4K 0.07% 72
2022
Q1 		$356K Buy
+13,040
New +$327K 0.12% 58
2020
Q1 		– Sell
-14,400
Closed -$84K – 202
2019
Q4 		$84K Buy
+14,400
New +$74.9K 0.05% 73

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

Tobias Financial Advisors's NVDA Position: Q2 2026 in Review

Tobias Financial Advisors increased its NVIDIA (NVDA) stake by 50% in Q2 2026, buying an estimated $2.04M and bringing the position to 29,786 shares worth $5.96M. The position accounts for 0.76% of the portfolio, ranked #25.

Tobias Financial Advisors first reported a position in NVDA in Q4 2019 and has held it in 18 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Tobias Financial Advisors held 29,786 shares of NVIDIA worth $5.96M as of Q2 2026.
  • Tobias Financial Advisors bought 9,924 NVIDIA shares in Q2 2026, an estimated $2.04M.
  • NVIDIA made up 0.76% of Tobias Financial Advisors's portfolio in Q2 2026, its #25 holding.
  • Tobias Financial Advisors first reported a position in NVIDIA in Q4 2019 and has held it in 18 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.