Widmann Financial Services’s NVIDIA NVDA Stock Holding History

Widmann Financial Services’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	$2.11M	Sell	10,564 -1,735	-14%	-$357K	1.13%	25
2026 Q1	$2.14M	Sell	12,299 -1,020	-8%	-$187K	1.28%	22
2025 Q4	$2.48M	Buy	13,319 +60	+0.5%	+$11.2K	1.52%	17
2025 Q3	$2.47M	Buy	13,259 +67	+0.5%	+$11.7K	1.56%	17
2025 Q2	$2.08M	Buy	13,192 +10,027	+317%	+$1.26M	1.45%	18
2025 Q1	$343K	Buy	3,165 +663	+26%	+$84K	0.27%	74
2024 Q4	$336K	Buy	2,502 +104	+4%	+$14.3K	0.26%	74
2024 Q3	$291K	Buy	2,398 +378	+19%	+$44.6K	0.22%	80
2024 Q2	$250K	Buy	+2,020	New	+$204K	0.2%	85

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

Widmann Financial Services's NVDA Position: Q2 2026 in Review

Widmann Financial Services reduced its NVIDIA (NVDA) stake by 14% in Q2 2026, selling an estimated $357K and leaving 10,564 shares worth $2.11M. The position accounts for 1.13% of the portfolio, ranked #25.

Widmann Financial Services first reported a position in NVDA in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.48M in Q4 2025. 5,973 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Widmann Financial Services held 10,564 shares of NVIDIA worth $2.11M as of Q2 2026.
Widmann Financial Services sold 1,735 NVIDIA shares in Q2 2026, an estimated $357K.
NVIDIA made up 1.13% of Widmann Financial Services's portfolio in Q2 2026, its #25 holding.
Widmann Financial Services first reported a position in NVIDIA in Q2 2024 and has held it in 9 quarters since.
Widmann Financial Services's NVIDIA position peaked at $2.48M in Q4 2025.
5,973 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.