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Trinity Financial Advisors’s NVIDIA NVDA Stock Holding History

Trinity 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 		$9.06M Buy
45,274
+95
+0.2% +$19.5K 2.33% 14
2026
Q1 		$7.88M Sell
45,179
-1,060
-2% -$194K 2.24% 14
2025
Q4 		$8.62M Sell
46,239
-195
-0.4% -$36.3K 2.41% 13
2025
Q3 		$8.66M Sell
46,434
-580
-1% -$101K 2.5% 12
2025
Q2 		$7.43M Buy
47,014
+21,570
+85% +$2.71M 2.27% 15
2025
Q1 		$2.59M Sell
25,444
-13
-0.1% -$1.65K 0.93% 22
2024
Q4 		$3.52M Buy
25,457
+2,074
+9% +$286K 1.34% 20
2024
Q3 		$1.89M Buy
23,383
+466
+2% +$55K 0.84% 21
2024
Q2 		$2.83M Buy
22,917
+3,107
+16% +$314K 1.27% 17
2024
Q1 		$1.79M Sell
19,810
-3,000
-13% -$217K 0.81% 20
2023
Q4 		$1.13M Buy
22,810
+8,800
+63% +$408K 0.55% 25
2023
Q3 		$609K Sell
14,010
-9,990
-42% -$448K 0.32% 27
2023
Q2 		$1.02M Buy
24,000
+1,880
+8% +$62.4K 0.55% 22
2023
Q1 		$615K Buy
+22,120
New +$479K 0.38% 26
2022
Q4 		– Sell
-18,270
Closed -$222K – 66
2022
Q3 		$222K Buy
+18,270
New +$289K 0.16% 63
2022
Q2 		– Sell
-16,160
Closed -$441K – 48
2022
Q1 		$441K Sell
16,160
-2,000
-11% -$50.2K 0.28% 36
2021
Q4 		$534K Buy
18,160
+2,100
+13% +$57.8K 0.32% 26
2021
Q3 		$333K Sell
16,060
-11,300
-41% -$235K 0.22% 37
2021
Q2 		$547K Buy
27,360
+400
+1% +$6.41K 0.38% 21
2021
Q1 		$360K Buy
26,960
+4,000
+17% +$53.8K 0.28% 33
2020
Q4 		$300K Buy
+22,960
New +$307K 0.27% 43

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Trinity Financial Advisors increased its NVIDIA (NVDA) stake by 0.21% in Q2 2026, buying an estimated $19.5K and bringing the position to 45,274 shares worth $9.06M. The position accounts for 2.33% of the portfolio, ranked #14.

Trinity Financial Advisors first reported a position in NVDA in Q4 2020 and has held it in 21 quarters since. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Trinity Financial Advisors held 45,274 shares of NVIDIA worth $9.06M as of Q2 2026.
  • Trinity Financial Advisors bought 95 NVIDIA shares in Q2 2026, an estimated $19.5K.
  • NVIDIA made up 2.33% of Trinity Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • Trinity Financial Advisors first reported a position in NVIDIA in Q4 2020 and has held it in 21 quarters since.
  • 2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.