Wescott Financial Advisory Group’s NVIDIA NVDA Stock Holding History

Wescott Financial Advisory Group’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	$3.04M	Buy	15,169 +1,300	+9%	+$267K	0.24%	55
2026 Q1	$2.42M	Buy	13,869 +840	+6%	+$154K	0.21%	57
2025 Q4	$2.43M	Buy	13,029 +3,441	+36%	+$641K	0.21%	58
2025 Q3	$1.79M	Buy	9,588 +1,002	+12%	+$175K	0.16%	65
2025 Q2	$1.36M	Buy	8,586 +802	+10%	+$101K	0.13%	78
2025 Q1	$844K	Sell	7,784 -70	-0.9%	-$8.87K	0.09%	88
2024 Q4	$1.05M	Buy	7,854 +3,906	+99%	+$538K	0.11%	81
2024 Q3	$479K	Buy	3,948 +997	+34%	+$118K	0.05%	117
2024 Q2	$365K	Sell	2,951 -5,019	-63%	-$507K	0.04%	135
2024 Q1	$720K	Sell	7,970 -4,530	-36%	-$328K	0.09%	87
2023 Q4	$619K	Buy	12,500 +500	+4%	+$23.2K	0.09%	91
2023 Q3	$522K	Buy	12,000 +250	+2%	+$11.2K	0.1%	96
2023 Q2	$497K	Buy	11,750 +3,620	+45%	+$120K	0.09%	100
2023 Q1	$226K	Buy	+8,130	New	+$176K	0.05%	141
2021 Q4	–	Sell	-11,780	Closed	-$244K	–	75
2021 Q3	$244K	Buy	+11,780	New	+$245K	0.14%	61

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

Wescott Financial Advisory Group's NVDA Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its NVIDIA (NVDA) stake by 9.4% in Q2 2026, buying an estimated $267K and bringing the position to 15,169 shares worth $3.04M. The position accounts for 0.24% of the portfolio, ranked #55.

Wescott Financial Advisory Group first reported a position in NVDA in Q3 2021 and has held it in 15 quarters since. 5,975 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Wescott Financial Advisory Group held 15,169 shares of NVIDIA worth $3.04M as of Q2 2026.
Wescott Financial Advisory Group bought 1,300 NVIDIA shares in Q2 2026, an estimated $267K.
NVIDIA made up 0.24% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #55 holding.
Wescott Financial Advisory Group first reported a position in NVIDIA in Q3 2021 and has held it in 15 quarters since.
5,975 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.