Mokosak Advisory Group
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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
Q3 		$1.4M Buy
6,142
+70
+1% +$15K 0.31% 16
2026
Q2 		$1.21M Buy
6,072
+8
+0.1% +$1.64K 0.26% 17
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Mokosak Advisory Group's NVDA Position: Q3 2026 in Review

Mokosak Advisory Group increased its NVIDIA (NVDA) stake by 1.2% in Q3 2026, buying an estimated $15K and bringing the position to 6,142 shares worth $1.4M. The position accounts for 0.31% of the portfolio, ranked #16.

Mokosak Advisory Group first reported a position in NVDA in Q4 2024 and has held it in 8 quarters since. 5,269 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Mokosak Advisory Group held 6,142 shares of NVIDIA worth $1.4M as of Q3 2026.
  • Mokosak Advisory Group bought 70 NVIDIA shares in Q3 2026, an estimated $15K.
  • NVIDIA made up 0.31% of Mokosak Advisory Group's portfolio in Q3 2026, its #16 holding.
  • Mokosak Advisory Group first reported a position in NVIDIA in Q4 2024 and has held it in 8 quarters since.
  • 5,269 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Mokosak Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.