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Barnes Pettey Financial Advisors’s NVIDIA NVDA Stock Holding History

Barnes Pettey 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 		$4.24M Buy
21,209
+21
+0.1% +$4.32K 1.33% 19
2026
Q1 		$3.7M Sell
21,188
-3,766
-15% -$691K 1.61% 14
2025
Q4 		$4.65M Buy
24,954
+387
+2% +$72K 2.3% 7
2025
Q3 		$4.58M Buy
24,567
+3,298
+16% +$575K 2.51% 8
2025
Q2 		$3.36M Buy
21,269
+134
+0.6% +$16.9K 2.25% 10
2025
Q1 		$2.29M Buy
21,135
+1,700
+9% +$215K 1.78% 14
2024
Q4 		$2.61M Sell
19,435
-302
-2% -$41.6K 1.99% 15
2024
Q3 		$2.4M Buy
19,737
+134
+0.7% +$15.8K 1.91% 16
2024
Q2 		$2.42M Buy
19,603
+1,493
+8% +$151K 2.08% 14
2024
Q1 		$1.64M Hold
18,110
– – 1.41% 19
2023
Q4 		$897K Buy
18,110
+30
+0.2% +$1.39K 0.73% 31
2023
Q3 		$786K Hold
18,080
– – 0.72% 34
2023
Q2 		$765K Sell
18,080
-960
-5% -$31.9K 0.66% 35
2023
Q1 		$529K Buy
19,040
+780
+4% +$16.9K 0.51% 49
2022
Q4 		$267K Buy
18,260
+160
+0.9% +$2.35K 0.28% 81
2022
Q3 		$220K Buy
18,100
+800
+5% +$12.6K 0.3% 82
2022
Q2 		$262K Buy
17,300
+400
+2% +$7.55K 0.34% 75
2022
Q1 		$461K Buy
16,900
+900
+6% +$22.6K 0.56% 50
2021
Q4 		$471K Buy
+16,000
New +$440K 0.54% 45

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

Barnes Pettey Financial Advisors's NVDA Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its NVIDIA (NVDA) stake by 0.1% in Q2 2026, buying an estimated $4.32K and bringing the position to 21,209 shares worth $4.24M. The position accounts for 1.33% of the portfolio, ranked #19.

Barnes Pettey Financial Advisors first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.65M in Q4 2025. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Barnes Pettey Financial Advisors held 21,209 shares of NVIDIA worth $4.24M as of Q2 2026.
  • Barnes Pettey Financial Advisors bought 21 NVIDIA shares in Q2 2026, an estimated $4.32K.
  • NVIDIA made up 1.33% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • Barnes Pettey Financial Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • Barnes Pettey Financial Advisors's NVIDIA position peaked at $4.65M in Q4 2025.
  • 2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.