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Mokosak Advisory Group’s NVIDIA NVDA Stock Holding History

Mokosak Advisory 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
Q1 		$1.06M Buy
6,064
+82
+1% +$15K 0.27% 17
2025
Q4 		$1.12M Buy
5,982
+1
+0% +$186 0.28% 17
2025
Q3 		$1.12M Hold
5,981
– – 0.29% 17
2025
Q2 		$945K Buy
5,981
+3,946
+194% +$497K 0.27% 17
2025
Q1 		$221K Buy
2,035
+199
+11% +$25.2K 0.07% 31
2024
Q4 		$247K Buy
+1,836
New +$253K 0.07% 28

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mokosak Advisory Group's NVDA Position: Q1 2026 in Review

Mokosak Advisory Group increased its NVIDIA (NVDA) stake by 1.4% in Q1 2026, buying an estimated $15K and bringing the position to 6,064 shares worth $1.06M. The position accounts for 0.27% of the portfolio, ranked #17.

Mokosak Advisory Group first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.12M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Mokosak Advisory Group held 6,064 shares of NVIDIA worth $1.06M as of Q1 2026.
  • Mokosak Advisory Group bought 82 NVIDIA shares in Q1 2026, an estimated $15K.
  • NVIDIA made up 0.27% of Mokosak Advisory Group's portfolio in Q1 2026, its #17 holding.
  • Mokosak Advisory Group first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • Mokosak Advisory Group's NVIDIA position peaked at $1.12M in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Mokosak Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.