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Avantax Planning Partners’s NVIDIA NVDA Stock Holding History

Avantax Planning Partners’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
2020
Q1 		– Sell
-40,000
Closed -$6K – 301
2019
Q4 		$6K Buy
+40,000
New +$208K ﹤0.01% 306

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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. 2,916 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.
  • 2,916 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.