Avantax Advisory Services’s NVIDIA NVDA Stock Holding History

Avantax Advisory Services’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
2023 Q1	–	Sell	-34,000	Closed	-$4.28K	–	1523
2022 Q4	$4.28K	Buy	+34,000	New	+$499K	﹤0.01%	1414

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's NVDA Position: Q2 2025 in Review

Avantax Advisory Services increased its NVIDIA (NVDA) stake by 5.7% in Q2 2025, buying an estimated $12.6M and bringing the position to 1,862,277 shares worth $294M. The position accounts for 1.62% of the portfolio, ranked #8.

Avantax Advisory Services first reported a position in NVDA in Q4 2018 and has held it in 27 quarters since. 5,281 funds tracked by Wall St. Rank hold NVDA as of Q2 2025.

Avantax Advisory Services held 1,862,277 shares of NVIDIA worth $294M as of Q2 2025.
Avantax Advisory Services bought 99,941 NVIDIA shares in Q2 2025, an estimated $12.6M.
NVIDIA made up 1.62% of Avantax Advisory Services's portfolio in Q2 2025, its #8 holding.
Avantax Advisory Services first reported a position in NVIDIA in Q4 2018 and has held it in 27 quarters since.
5,281 funds tracked by Wall St. Rank held NVIDIA as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.