Worth Financial Advisory Group’s NVIDIA NVDA Stock Holding History

Worth Financial Advisory 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	$6.67M	Buy	+33,339	New	+$6.85M	2.78%	5
2026 Q1	–	Sell	-30,400	Closed	-$5.67M	–	139
2025 Q4	$5.67M	Buy	30,400 +2,631	+9%	+$490K	2.75%	6
2025 Q3	$5.18M	Buy	27,769 +18	+0.1%	+$3.14K	2.91%	7
2025 Q2	$4.38M	Buy	27,751 +3,354	+14%	+$422K	2.69%	9
2025 Q1	$2.64M	Buy	24,397 +2,337	+11%	+$296K	1.68%	14
2024 Q4	$2.96M	Sell	22,060 -163	-0.7%	-$22.5K	1.82%	15
2024 Q3	$2.7M	Buy	22,223 +950	+4%	+$112K	1.59%	14
2024 Q2	$2.63M	Buy	21,273 +3,303	+18%	+$334K	1.72%	15
2024 Q1	$1.62M	Buy	17,970 +690	+4%	+$50K	1.12%	22
2023 Q4	$856K	Sell	17,280 -90	-0.5%	-$4.17K	0.68%	38
2023 Q3	$756K	Buy	17,370 +740	+4%	+$33.2K	0.68%	37
2023 Q2	$703K	Sell	16,630 -6,670	-29%	-$221K	0.65%	39
2023 Q1	$647K	Sell	23,300 -1,100	-5%	-$23.8K	0.62%	45
2022 Q4	$357K	Buy	+24,400	New	+$358K	0.41%	67

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

Worth Financial Advisory Group's NVDA Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in NVIDIA (NVDA) in Q2 2026: 33,339 shares worth $6.67M. The stake represents 2.78% of the portfolio and ranks #5 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in NVDA as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in NVDA in Q4 2022 and has held it in 14 quarters since. 5,922 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Worth Financial Advisory Group held 33,339 shares of NVIDIA worth $6.67M as of Q2 2026.
NVIDIA was a new Worth Financial Advisory Group position in Q2 2026.
NVIDIA made up 2.78% of Worth Financial Advisory Group's portfolio in Q2 2026, its #5 holding.
Worth Financial Advisory Group first reported a position in NVIDIA in Q4 2022 and has held it in 14 quarters since.
5,922 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.