Trademark Financial Management’s NVIDIA NVDA Stock Holding History

Trademark Financial Management’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	$690K	Buy	3,446 +284	+9%	+$58.4K	0.28%	59
2026 Q1	$551K	Buy	3,162 +573	+22%	+$105K	0.27%	60
2025 Q4	$483K	Buy	2,589 +2	+0.1%	+$372	0.27%	61
2025 Q3	$483K	Hold	2,587	–	–	0.28%	59
2025 Q2	$409K	Sell	2,587 -540	-17%	-$68K	0.25%	62
2025 Q1	$339K	Sell	3,127 -31	-1%	-$3.93K	0.26%	70
2024 Q4	$424K	Buy	3,158 +19	+0.6%	+$2.62K	0.34%	59
2024 Q3	$381K	Buy	3,139 +19	+0.6%	+$2.24K	0.3%	62
2024 Q2	$385K	Buy	3,120 +60	+2%	+$6.07K	0.31%	64
2024 Q1	$276K	Buy	+3,060	New	+$222K	0.23%	69

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

Trademark Financial Management's NVDA Position: Q2 2026 in Review

Trademark Financial Management increased its NVIDIA (NVDA) stake by 9% in Q2 2026, buying an estimated $58.4K and bringing the position to 3,446 shares worth $690K. The position accounts for 0.28% of the portfolio, ranked #59.

Trademark Financial Management first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. 2,913 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Trademark Financial Management held 3,446 shares of NVIDIA worth $690K as of Q2 2026.
Trademark Financial Management bought 284 NVIDIA shares in Q2 2026, an estimated $58.4K.
NVIDIA made up 0.28% of Trademark Financial Management's portfolio in Q2 2026, its #59 holding.
Trademark Financial Management first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
2,913 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.