WestHill Financial Advisors’s NVIDIA NVDA Stock Holding History

WestHill 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	$1.75M	Sell	8,753 -345	-4%	-$70.9K	0.3%	25
2026 Q1	$1.59M	Sell	9,098 -27	-0.3%	-$4.95K	0.3%	24
2025 Q4	$1.7M	Sell	9,125 -711	-7%	-$132K	0.32%	22
2025 Q3	$1.84M	Sell	9,836 -115	-1%	-$20K	0.36%	22
2025 Q2	$1.57M	Buy	9,951 +428	+4%	+$53.9K	0.33%	22
2025 Q1	$1.03M	Buy	9,523 +168	+2%	+$21.3K	0.24%	29
2024 Q4	$1.26M	Sell	9,355 -133	-1%	-$18.3K	0.28%	26
2024 Q3	$1.15M	Sell	9,488 -523	-5%	-$61.8K	0.26%	28
2024 Q2	$1.24M	Sell	10,011 -499	-5%	-$50.5K	0.3%	26
2024 Q1	$950K	Buy	10,510 +4,800	+84%	+$348K	0.23%	26
2023 Q4	$283K	Hold	5,710	–	–	0.08%	54
2023 Q3	$248K	Buy	+5,710	New	+$256K	0.07%	53

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

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

WestHill Financial Advisors reduced its NVIDIA (NVDA) stake by 3.8% in Q2 2026, selling an estimated $70.9K and leaving 8,753 shares worth $1.75M. The position accounts for 0.3% of the portfolio, ranked #25.

WestHill Financial Advisors first reported a position in NVDA in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.84M in Q3 2025. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

WestHill Financial Advisors held 8,753 shares of NVIDIA worth $1.75M as of Q2 2026.
WestHill Financial Advisors sold 345 NVIDIA shares in Q2 2026, an estimated $70.9K.
NVIDIA made up 0.3% of WestHill Financial Advisors's portfolio in Q2 2026, its #25 holding.
WestHill Financial Advisors first reported a position in NVIDIA in Q3 2023 and has held it in 12 quarters since.
WestHill Financial Advisors's NVIDIA position peaked at $1.84M in Q3 2025.
5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.