PSF
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Pacific Sun Financial’s NVIDIA NVDA Stock Holding History

Pacific Sun Financial’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 		$2.76M Buy
13,794
+812
+6% +$167K 1.14% 15
2026
Q1 		$2.26M Buy
12,982
+637
+5% +$117K 1.1% 14
2025
Q4 		$2.3M Buy
12,345
+353
+3% +$65.7K 1.11% 16
2025
Q3 		$2.24M Buy
11,992
+486
+4% +$84.7K 1.08% 18
2025
Q2 		$1.82M Buy
11,506
+607
+6% +$76.4K 0.95% 27
2025
Q1 		$1.18M Buy
10,899
+1,549
+17% +$196K 0.67% 43
2024
Q4 		$1.26M Buy
9,350
+11
+0.1% +$1.52K 0.68% 40
2024
Q3 		$1.13M Buy
9,339
+1,596
+21% +$189K 0.63% 49
2024
Q2 		$957K Buy
7,743
+753
+11% +$76.1K 0.57% 52
2024
Q1 		$632K Buy
6,990
+2,660
+61% +$193K 0.37% 86
2023
Q4 		$214K Buy
+4,330
New +$201K 0.14% 165
2022
Q2 		– Sell
-9,830
Closed -$268K – 183
2022
Q1 		$268K Hold
9,830
– – 0.15% 156
2021
Q4 		$289K Buy
+9,830
New +$270K 0.15% 154

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

Pacific Sun Financial's NVDA Position: Q2 2026 in Review

Pacific Sun Financial increased its NVIDIA (NVDA) stake by 6.3% in Q2 2026, buying an estimated $167K and bringing the position to 13,794 shares worth $2.76M. The position accounts for 1.14% of the portfolio, ranked #15.

Pacific Sun Financial first reported a position in NVDA in Q4 2021 and has held it in 13 quarters since. 5,964 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Pacific Sun Financial held 13,794 shares of NVIDIA worth $2.76M as of Q2 2026.
  • Pacific Sun Financial bought 812 NVIDIA shares in Q2 2026, an estimated $167K.
  • NVIDIA made up 1.14% of Pacific Sun Financial's portfolio in Q2 2026, its #15 holding.
  • Pacific Sun Financial first reported a position in NVIDIA in Q4 2021 and has held it in 13 quarters since.
  • 5,964 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.