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Wills Financial Group’s NVIDIA NVDA Stock Holding History

Wills Financial 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 		$816K Buy
4,078
+66
+2% +$13.6K 0.3% 54
2026
Q1 		$906K Buy
4,012
+94
+2% +$17.2K 0.34% 49
2025
Q4 		$731K Buy
3,918
+13
+0.3% +$2.42K 0.28% 52
2025
Q3 		$729K Buy
3,905
+267
+7% +$46.5K 0.3% 42
2025
Q2 		$575K Buy
3,638
+58
+2% +$7.3K 0.25% 48
2025
Q1 		$388K Buy
3,580
+185
+5% +$23.4K 0.17% 52
2024
Q4 		$456K Buy
3,395
+8
+0.2% +$1.1K 0.2% 50
2024
Q3 		$411K Buy
3,387
+150
+5% +$17.7K 0.17% 51
2024
Q2 		$400K Sell
3,237
-443
-12% -$44.8K 0.18% 48
2024
Q1 		$333K Buy
+3,680
New +$267K 0.16% 50
2023
Q3 		– Sell
-5,900
Closed -$250K – 68
2023
Q2 		$250K Sell
5,900
-1,820
-24% -$60.4K 0.13% 61
2023
Q1 		$214K Buy
+7,720
New +$167K 0.12% 62

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wills Financial Group's NVDA Position: Q2 2026 in Review

Wills Financial Group increased its NVIDIA (NVDA) stake by 1.6% in Q2 2026, buying an estimated $13.6K and bringing the position to 4,078 shares worth $816K. The position accounts for 0.3% of the portfolio, ranked #54.

Wills Financial Group first reported a position in NVDA in Q1 2023 and has held it in 12 quarters since. The position peaked at $906K in Q1 2026. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Wills Financial Group held 4,078 shares of NVIDIA worth $816K as of Q2 2026.
  • Wills Financial Group bought 66 NVIDIA shares in Q2 2026, an estimated $13.6K.
  • NVIDIA made up 0.3% of Wills Financial Group's portfolio in Q2 2026, its #54 holding.
  • Wills Financial Group first reported a position in NVIDIA in Q1 2023 and has held it in 12 quarters since.
  • Wills Financial Group's NVIDIA position peaked at $906K in Q1 2026.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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