Comprehensive Financial Consultants Institutional’s NVIDIA NVDA Stock Holding History

Comprehensive Financial Consultants Institutional’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	$3.63M	Buy	18,236 +1,580	+9%	+$325K	0.96%	36
2026 Q1	$2.9M	Buy	16,656 +5,788	+53%	+$1.06M	0.86%	39
2025 Q4	$2.03M	Buy	10,868 +5,409	+99%	+$1.01M	0.61%	62
2025 Q3	$1.02M	Sell	5,459 -124	-2%	-$21.6K	0.32%	99
2025 Q2	$882K	Buy	5,583 +745	+15%	+$93.8K	0.29%	101
2025 Q1	$524K	Buy	4,838 +1,904	+65%	+$241K	0.19%	122
2024 Q4	$394K	Buy	2,934 +34	+1%	+$4.69K	0.14%	129
2024 Q3	$352K	Buy	2,900 +429	+17%	+$50.7K	0.13%	138
2024 Q2	$305K	Sell	2,471 -119	-5%	-$12K	0.12%	139
2024 Q1	$234K	Buy	+2,590	New	+$188K	0.1%	145
2022 Q1	–	Sell	-1,970	Closed	-$47K	–	370
2021 Q4	$47K	Buy	+1,970	New	+$54.2K	0.03%	240

Other funds holding NVDA

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's NVDA Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its NVIDIA (NVDA) stake by 9.5% in Q2 2026, buying an estimated $325K and bringing the position to 18,236 shares worth $3.63M. The position accounts for 0.96% of the portfolio, ranked #36.

Comprehensive Financial Consultants Institutional first reported a position in NVDA in Q4 2021 and has held it in 11 quarters since. 1,228 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Comprehensive Financial Consultants Institutional held 18,236 shares of NVIDIA worth $3.63M as of Q2 2026.
Comprehensive Financial Consultants Institutional bought 1,580 NVIDIA shares in Q2 2026, an estimated $325K.
NVIDIA made up 0.96% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #36 holding.
Comprehensive Financial Consultants Institutional first reported a position in NVIDIA in Q4 2021 and has held it in 11 quarters since.
1,228 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.