XF
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XML Financial’s NVIDIA NVDA Stock Holding History

XML Financial’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 		$14.9M Buy
74,279
+7,256
+11% +$1.49M 1.08% 18
2026
Q1 		$11.7M Buy
67,023
+2,864
+4% +$525K 0.94% 25
2025
Q4 		$12M Buy
64,159
+1,040
+2% +$194K 0.98% 25
2025
Q3 		$11.8M Buy
63,119
+5,125
+9% +$893K 0.96% 27
2025
Q2 		$9.16M Sell
57,994
-5,321
-8% -$670K 0.79% 35
2025
Q1 		$6.86M Buy
63,315
+3,910
+7% +$496K 0.64% 46
2024
Q4 		$7.98M Buy
59,405
+909
+2% +$125K 0.73% 37
2024
Q3 		$7.1M Buy
58,496
+5,617
+11% +$663K 0.66% 45
2024
Q2 		$6.53M Buy
52,879
+2,509
+5% +$254K 0.66% 42
2024
Q1 		$4.55M Sell
50,370
-3,920
-7% -$284K 0.47% 63
2023
Q4 		$2.69M Buy
54,290
+1,920
+4% +$89K 0.28% 96
2023
Q3 		$2.28M Buy
52,370
+8,570
+20% +$384K 0.27% 95
2023
Q2 		$1.85M Sell
43,800
-340
-0.8% -$11.3K 0.21% 109
2023
Q1 		$1.23M Sell
44,140
-100
-0.2% -$2.16K 0.15% 136
2022
Q4 		$647K Sell
44,240
-3,970
-8% -$58.2K 0.08% 189
2022
Q3 		$585K Buy
48,210
+1,660
+4% +$26.2K 0.08% 184
2022
Q2 		$706K Sell
46,550
-1,000
-2% -$18.9K 0.16% 115
2022
Q1 		$1.3M Buy
47,550
+6,780
+17% +$170K 0.15% 137
2021
Q4 		$1.2M Buy
40,770
+4,270
+12% +$117K 0.14% 142
2021
Q3 		$756K Buy
36,500
+1,020
+3% +$21.2K 0.1% 164
2021
Q2 		$710K Buy
35,480
+480
+1% +$7.69K 0.16% 114
2021
Q1 		$467K Buy
35,000
+2,200
+7% +$29.6K 0.11% 138
2020
Q4 		$428K Hold
32,800
– – 0.11% 140
2020
Q3 		$444K Hold
32,800
– – 0.14% 117
2020
Q2 		$312K Buy
+32,800
New +$265K 0.11% 143

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

XML Financial's NVDA Position: Q2 2026 in Review

XML Financial increased its NVIDIA (NVDA) stake by 11% in Q2 2026, buying an estimated $1.49M and bringing the position to 74,279 shares worth $14.9M. The position accounts for 1.08% of the portfolio, ranked #18.

XML Financial first reported a position in NVDA in Q2 2020 and has held it in 25 quarters since. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • XML Financial held 74,279 shares of NVIDIA worth $14.9M as of Q2 2026.
  • XML Financial bought 7,256 NVIDIA shares in Q2 2026, an estimated $1.49M.
  • NVIDIA made up 1.08% of XML Financial's portfolio in Q2 2026, its #18 holding.
  • XML Financial first reported a position in NVIDIA in Q2 2020 and has held it in 25 quarters since.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.