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West Financial Advisors’s NVIDIA NVDA Stock Holding History

West 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 		$88.6K Buy
443
+100
+29% +$20.6K 0.01% 89
2026
Q1 		$59.8K Sell
343
-121
-26% -$22.2K 0.01% 91
2025
Q4 		$86.5K Buy
464
+121
+35% +$22.5K 0.01% 81
2025
Q3 		$64K Hold
343
– – 0.01% 94
2025
Q2 		$54.2K Hold
343
– – 0.01% 99
2025
Q1 		$37.2K Hold
343
– – 0.01% 110
2024
Q4 		$46.1K Buy
343
+43
+14% +$5.93K 0.01% 96
2024
Q3 		$36.4K Buy
+300
New +$35.4K 0.01% 103
2021
Q1 		– Sell
-200
Closed -$3K – 156
2020
Q4 		$3K Buy
+200
New +$2.68K ﹤0.01% 137

Other funds holding NVDA

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
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

West Financial Advisors increased its NVIDIA (NVDA) stake by 29% in Q2 2026, buying an estimated $20.6K and bringing the position to 443 shares worth $88.6K. The position accounts for 0.01% of the portfolio, ranked #89.

West Financial Advisors first reported a position in NVDA in Q4 2020 and has held it in 9 quarters since. 2,412 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • West Financial Advisors held 443 shares of NVIDIA worth $88.6K as of Q2 2026.
  • West Financial Advisors bought 100 NVIDIA shares in Q2 2026, an estimated $20.6K.
  • NVIDIA made up 0.01% of West Financial Advisors's portfolio in Q2 2026, its #89 holding.
  • West Financial Advisors first reported a position in NVIDIA in Q4 2020 and has held it in 9 quarters since.
  • 2,412 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.