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Cooper Financial Group’s NVIDIA NVDA Stock Holding History

Cooper Financial Group’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 		$47.7M Buy
238,236
+396
+0.2% +$81.4K 3.95% 3
2026
Q1 		$41.5M Buy
237,840
+3,016
+1% +$553K 4.19% 3
2025
Q4 		$43.8M Buy
234,824
+23,705
+11% +$4.41M 4.66% 3
2025
Q3 		$39.4M Buy
211,119
+21,427
+11% +$3.73M 4.36% 3
2025
Q2 		$30M Sell
189,692
-6,283
-3% -$791K 3.52% 5
2025
Q1 		$21.2M Buy
195,975
+27,657
+16% +$3.51M 2.8% 5
2024
Q4 		$22.6M Buy
168,318
+15,708
+10% +$2.17M 2.72% 9
2024
Q3 		$18.5M Buy
152,610
+16,229
+12% +$1.92M 2.41% 11
2024
Q2 		$16.8M Buy
136,381
+11,531
+9% +$1.17M 2.48% 10
2024
Q1 		$11.3M Buy
124,850
+4,910
+4% +$356K 1.85% 12
2023
Q4 		$5.94M Buy
119,940
+17,350
+17% +$804K 1.08% 19
2023
Q3 		$4.46M Buy
102,590
+3,800
+4% +$170K 1.07% 19
2023
Q2 		$4.18M Buy
98,790
+2,970
+3% +$98.6K 1.04% 19
2023
Q1 		$2.66M Buy
95,820
+460
+0.5% +$9.96K 0.72% 24
2022
Q4 		$1.39M Buy
95,360
+3,290
+4% +$48.3K 0.43% 58
2022
Q3 		$1.12M Sell
92,070
-9,180
-9% -$145K 0.4% 64
2022
Q2 		$1.53M Sell
101,250
-13,430
-12% -$253K 0.56% 47
2022
Q1 		$3.13M Buy
114,680
+68,960
+151% +$1.73M 1.19% 15
2021
Q4 		$1.34M Sell
45,720
-2,970
-6% -$81.7K 0.51% 48
2021
Q3 		$1.01M Sell
48,690
-1,190
-2% -$24.7K 0.21% 74
2021
Q2 		$997K Buy
49,880
+2,600
+5% +$41.7K 0.2% 70
2021
Q1 		$631K Buy
47,280
+1,400
+3% +$18.8K 0.14% 101
2020
Q4 		$599K Buy
45,880
+9,160
+25% +$123K 0.12% 137
2020
Q3 		$497K Buy
36,720
+600
+2% +$6.98K 0.14% 103
2020
Q2 		$343K Buy
36,120
+1,240
+4% +$10K 0.11% 132
2020
Q1 		$230K Buy
+34,880
New +$220K 0.1% 131

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cooper Financial Group's NVDA Position: Q2 2026 in Review

Cooper Financial Group increased its NVIDIA (NVDA) stake by 0.17% in Q2 2026, buying an estimated $81.4K and bringing the position to 238,236 shares worth $47.7M. The position accounts for 3.95% of the portfolio, ranked #3.

Cooper Financial Group first reported a position in NVDA in Q1 2020 and has held it in 26 quarters since. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Cooper Financial Group held 238,236 shares of NVIDIA worth $47.7M as of Q2 2026.
  • Cooper Financial Group bought 396 NVIDIA shares in Q2 2026, an estimated $81.4K.
  • NVIDIA made up 3.95% of Cooper Financial Group's portfolio in Q2 2026, its #3 holding.
  • Cooper Financial Group first reported a position in NVIDIA in Q1 2020 and has held it in 26 quarters since.
  • 5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.