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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
Q3 		$57.2M Buy
250,622
+12,386
+5% +$2.66M 4.56% 3
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Cooper Financial Group's NVDA Position: Q3 2026 in Review

Cooper Financial Group increased its NVIDIA (NVDA) stake by 5.2% in Q3 2026, buying an estimated $2.66M and bringing the position to 250,622 shares worth $57.2M. The position accounts for 4.56% of the portfolio, ranked #3.

Cooper Financial Group first reported a position in NVDA in Q1 2020 and has held it in 27 quarters since. 331 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Cooper Financial Group held 250,622 shares of NVIDIA worth $57.2M as of Q3 2026.
  • Cooper Financial Group bought 12,386 NVIDIA shares in Q3 2026, an estimated $2.66M.
  • NVIDIA made up 4.56% of Cooper Financial Group's portfolio in Q3 2026, its #3 holding.
  • Cooper Financial Group first reported a position in NVIDIA in Q1 2020 and has held it in 27 quarters since.
  • 331 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.