Values First Advisors’s NVIDIA NVDA Stock Holding History

Values First 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	$1.99M	Sell	9,945 -1,384	-12%	-$285K	0.91%	36
2026 Q1	$1.98M	Buy	11,329 +158	+1%	+$29K	1.03%	28
2025 Q4	$2.08M	Buy	11,171 +671	+6%	+$125K	1.08%	24
2025 Q3	$1.96M	Sell	10,500 -254	-2%	-$44.3K	1.05%	27
2025 Q2	$1.7M	Buy	10,754 +3,256	+43%	+$410K	0.93%	37
2025 Q1	$814K	Sell	7,498 -84	-1%	-$10.6K	0.47%	57
2024 Q4	$1.02M	Buy	7,582 +4,462	+143%	+$615K	0.56%	51
2024 Q3	$379K	Buy	3,120 +340	+12%	+$40.2K	0.21%	111
2024 Q2	$343K	Buy	+2,780	New	+$281K	0.21%	110

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Values First Advisors's NVDA Position: Q2 2026 in Review

Values First Advisors reduced its NVIDIA (NVDA) stake by 12% in Q2 2026, selling an estimated $285K and leaving 9,945 shares worth $1.99M. The position accounts for 0.91% of the portfolio, ranked #36.

Values First Advisors first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.08M in Q4 2025. 5,972 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Values First Advisors held 9,945 shares of NVIDIA worth $1.99M as of Q2 2026.
Values First Advisors sold 1,384 NVIDIA shares in Q2 2026, an estimated $285K.
NVIDIA made up 0.91% of Values First Advisors's portfolio in Q2 2026, its #36 holding.
Values First Advisors first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
Values First Advisors's NVIDIA position peaked at $2.08M in Q4 2025.
5,972 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.