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 +10	+0.2%	+$2.06K	0.27%	28
2026 Q1	$675K	Buy	4,084 +82	+2%	+$15K	0.26%	29
2025 Q4	$746K	Hold	4,002	–	–	0.28%	29
2025 Q3	$747K	Sell	4,002 -204	-5%	-$35.6K	0.28%	29
2025 Q2	$665K	Sell	4,206 -167	-4%	-$21K	0.27%	32
2025 Q1	$474K	Hold	4,373	–	–	0.22%	35
2024 Q4	$587K	Buy	4,373 +3	+0.1%	+$413	0.29%	31
2024 Q3	$531K	Hold	4,370	–	–	0.27%	34
2024 Q2	$543K	Buy	4,370 +10	+0.2%	+$1.01K	0.31%	31
2024 Q1	$394K	Sell	4,360 -20	-0.5%	-$1.45K	0.24%	40
2023 Q4	$217K	Buy	+4,380	New	+$203K	0.14%	49

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 $3.38T AUM 44.17% 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

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

Woodward Financial Advisors increased its NVIDIA (NVDA) stake by 0.24% in Q2 2026, buying an estimated $2.06K and bringing the position to 4,094 shares worth $819K. The position accounts for 0.27% of the portfolio, ranked #28.

Woodward Financial Advisors first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 5,991 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.
Woodward Financial Advisors bought 10 NVIDIA shares in Q2 2026, an estimated $2.06K.
NVIDIA made up 0.27% of Woodward Financial Advisors's portfolio in Q2 2026, its #28 holding.
Woodward Financial Advisors first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
5,991 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.