WFA
NVDA icon

Woodward Financial Advisors’s NVIDIA NVDA Stock Holding History

Woodward 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 		$819K Buy
+4,094
New +$842K 0.27% 28

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

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

Woodward Financial Advisors opened a new position in NVIDIA (NVDA) in Q2 2026: 4,094 shares worth $819K. The stake represents 0.27% of the portfolio and ranks #28 among its holdings.

5,922 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Woodward Financial Advisors held 4,094 shares of NVIDIA worth $819K as of Q2 2026.
  • NVIDIA was a new Woodward Financial Advisors position in Q2 2026.
  • NVIDIA made up 0.27% of Woodward Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • 5,922 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

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