Avant Financial Advisors’s NVIDIA NVDA Stock Holding History

Avant 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	$405K	Buy	2,026 +100	+5%	+$20.6K	0.25%	50
2026 Q1	$336K	Sell	1,926 -200	-9%	-$36.7K	0.24%	52
2025 Q4	$396K	Hold	2,126	–	–	0.28%	52
2025 Q3	$397K	Buy	2,126 +1	+0%	+$174	0.3%	52
2025 Q2	$336K	Sell	2,125 -600	-22%	-$75.5K	0.28%	51
2025 Q1	$295K	Sell	2,725 -1,265	-32%	-$160K	0.27%	52
2024 Q4	$536K	Buy	+3,990	New	+$550K	0.49%	41

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Avant Financial Advisors increased its NVIDIA (NVDA) stake by 5.2% in Q2 2026, buying an estimated $20.6K and bringing the position to 2,026 shares worth $405K. The position accounts for 0.25% of the portfolio, ranked #50.

Avant Financial Advisors first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. The position peaked at $536K in Q4 2024. 1,989 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Avant Financial Advisors held 2,026 shares of NVIDIA worth $405K as of Q2 2026.
Avant Financial Advisors bought 100 NVIDIA shares in Q2 2026, an estimated $20.6K.
NVIDIA made up 0.25% of Avant Financial Advisors's portfolio in Q2 2026, its #50 holding.
Avant Financial Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
Avant Financial Advisors's NVIDIA position peaked at $536K in Q4 2024.
1,989 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.