Avantax Planning Partners’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.7M | Sell |
88,322
-4,369
| -5% | -$898K | 0.44% | 36 |
|
|
2026
Q1 | $16.2M | Sell |
92,691
-1,536
| -2% | -$282K | 0.44% | 36 |
|
|
2025
Q4 | $17.6M | Buy |
94,227
+269
| +0.3% | +$50.1K | 0.49% | 29 |
|
|
2025
Q3 | $17.5M | Buy |
93,958
+31,921
| +51% | +$5.56M | 0.5% | 29 |
|
|
2025
Q2 | $9.8M | Buy |
62,037
+5,501
| +10% | +$692K | 0.31% | 56 |
|
|
2025
Q1 | $6.13M | Sell |
56,536
-64
| -0.1% | -$8.11K | 0.22% | 77 |
|
|
2024
Q4 | $7.6M | Buy |
56,600
+1,365
| +2% | +$188K | 0.27% | 61 |
|
|
2024
Q3 | $6.71M | Sell |
55,235
-30,083
| -35% | -$3.55M | 0.24% | 71 |
|
|
2024
Q2 | $10.5M | Sell |
85,318
-19,552
| -19% | -$1.98M | 0.34% | 50 |
|
|
2024
Q1 | $9.48M | Sell |
104,870
-2,080
| -2% | -$151K | 0.31% | 59 |
|
|
2023
Q4 | $5.3M | Buy |
106,950
+8,460
| +9% | +$392K | 0.2% | 61 |
|
|
2023
Q3 | $4.28M | Sell |
98,490
-8,740
| -8% | -$392K | 0.18% | 67 |
|
|
2023
Q2 | $4.54M | Sell |
107,230
-5,320
| -5% | -$177K | 0.18% | 65 |
|
|
2023
Q1 | $3.13M | Sell |
112,550
-37,470
| -25% | -$811K | 0.13% | 82 |
|
|
2022
Q4 | $2.19M | Buy |
150,020
+8,760
| +6% | +$128K | 0.09% | 97 |
|
|
2022
Q3 | $1.72M | Buy |
141,260
+5,670
| +4% | +$89.6K | 0.08% | 104 |
|
|
2022
Q2 | $2.06M | Buy |
135,590
+32,450
| +31% | +$612K | 0.09% | 97 |
|
|
2022
Q1 | $2.81M | Buy |
103,140
+1,840
| +2% | +$46.1K | 0.11% | 84 |
|
|
2021
Q4 | $2.98M | Buy |
101,300
+2,670
| +3% | +$73.5K | 0.12% | 74 |
|
|
2021
Q3 | $2.04M | Sell |
98,630
-13,130
| -12% | -$273K | 0.09% | 88 |
|
|
2021
Q2 | $2.23M | Sell |
111,760
-40,960
| -27% | -$657K | 0.1% | 82 |
|
|
2021
Q1 | $2.04M | Sell |
152,720
-13,200
| -8% | -$177K | 0.11% | 82 |
|
|
2020
Q4 | $2.17M | Sell |
165,920
-10,520
| -6% | -$141K | 0.11% | 77 |
|
|
2020
Q3 | $2.39M | Sell |
176,440
-15,000
| -8% | -$175K | 0.13% | 69 |
|
|
2020
Q2 | $1.82M | Buy |
191,440
+10,840
| +6% | +$87.7K | 0.1% | 84 |
|
|
2020
Q1 | $1.19M | Buy |
180,600
+131,680
| +269% | +$831K | 0.08% | 97 |
|
|
2019
Q4 | $288K | Sell |
48,920
-360
| -0.7% | -$1.87K | 0.02% | 238 |
|
|
2019
Q3 | $214K | Buy |
+49,280
| New | +$207K | 0.01% | 285 |
|
|
2019
Q1 | – | Sell |
-640
| Closed | -$2K | – | 309 |
|
|
2018
Q4 | $2K | Sell |
640
-23,400
| -97% | -$112K | ﹤0.01% | 277 |
|
|
2018
Q3 | $169K | Buy |
+24,040
| New | +$156K | 0.01% | 259 |
|
|
2018
Q2 | – | Sell |
-32,960
| Closed | -$190K | – | 1055 |
|
|
2018
Q1 | $190K | Buy |
+32,960
| New | +$194K | 0.02% | 300 |
|
Other funds holding NVDA
Avantax Planning Partners's NVDA Position: Q2 2026 in Review
Avantax Planning Partners reduced its NVIDIA (NVDA) stake by 4.7% in Q2 2026, selling an estimated $898K and leaving 88,322 shares worth $17.7M. The position accounts for 0.44% of the portfolio, ranked #36.
Avantax Planning Partners first reported a position in NVDA in Q1 2018 and has held it in 31 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.
- Avantax Planning Partners held 88,322 shares of NVIDIA worth $17.7M as of Q2 2026.
- Avantax Planning Partners sold 4,369 NVIDIA shares in Q2 2026, an estimated $898K.
- NVIDIA made up 0.44% of Avantax Planning Partners's portfolio in Q2 2026, its #36 holding.
- Avantax Planning Partners first reported a position in NVIDIA in Q1 2018 and has held it in 31 quarters since.
- 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.