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
2025 Q3	–	Sell	-200	Closed	-$31.6K	–	416
2025 Q2	$31.6K	Buy	+200	New	+$25.2K	﹤0.01%	389

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

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.