Pacific Wealth Strategies Group’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.26M Sell
26,285
-9,248
-26% -$1.9M 3.02% 8
2026
Q1
$6.2M Sell
35,533
-29,834
-46% -$5.47M 3.87% 7
2025
Q4
$12.2M Sell
65,367
-1,682
-3% -$313K 6.9% 5
2025
Q3
$12.5M Buy
67,049
+35
+0.1% +$6.1K 7.67% 3
2025
Q2
$11.9M Buy
67,014
+6,643
+11% +$836K 7.82% 3
2025
Q1
$6.54M Buy
60,371
+5,207
+9% +$660K 4.86% 7
2024
Q4
$7.41M Sell
55,164
-11
-0% -$1.52K 5.15% 7
2024
Q3
$6.7M Buy
55,175
+5,561
+11% +$657K 4.97% 6
2024
Q2
$6.13M Sell
49,614
-17,526
-26% -$1.77M 5.06% 6
2024
Q1
$6.07M Sell
67,140
-490
-0.7% -$35.5K 5.06% 6
2023
Q4
$3.35M Sell
67,630
-40
-0.1% -$1.85K 3.19% 10
2023
Q3
$2.94M Sell
67,670
-40,080
-37% -$1.8M 3.1% 11
2023
Q2
$4.56M Sell
107,750
-28,580
-21% -$949K 4.67% 7
2023
Q1
$3.79M Sell
136,330
-1,600
-1% -$34.6K 4.32% 7
2022
Q4
$2.02M Sell
137,930
-1,600
-1% -$23.5K 2.7% 11
2022
Q3
$1.69M Sell
139,530
-3,080
-2% -$48.7K 2.36% 15
2022
Q2
$2.16M Sell
142,610
-43,580
-23% -$823K 2.79% 14
2022
Q1
$5.08M Sell
186,190
-80,390
-30% -$2.02M 2.13% 15
2021
Q4
$7.84M Buy
266,580
+6,640
+3% +$183K 2.73% 13
2021
Q3
$5.38M Buy
259,940
+1,180
+0.5% +$24.5K 1.99% 18
2021
Q2
$5.18M Sell
258,760
-4,640
-2% -$74.4K 1.98% 16
2021
Q1
$3.52M Sell
263,400
-1,840
-0.7% -$24.7K 1.47% 21
2020
Q4
$3.52M Sell
265,240
-4,600
-2% -$61.6K 1.52% 23
2020
Q3
$3.65M Buy
269,840
+21,120
+8% +$246K 1.92% 17
2020
Q2
$2.36M Sell
248,720
-480
-0.2% -$3.88K 1.31% 27
2020
Q1
$1.64M Buy
249,200
+17,920
+8% +$113K 1.12% 33
2019
Q4
$1.36M Buy
231,280
+16,560
+8% +$86.1K 0.75% 47
2019
Q3
$934K Buy
214,720
+14,400
+7% +$60.6K 0.58% 56
2019
Q2
$822K Buy
200,320
+1,560
+0.8% +$6.46K 0.52% 59
2019
Q1
$892K Buy
198,760
+11,240
+6% +$43.6K 0.58% 59
2018
Q4
$626K Buy
187,520
+39,280
+26% +$188K 0.45% 64
2018
Q3
$1.04M Buy
148,240
+15,760
+12% +$102K 0.67% 51
2018
Q2
$785K Sell
132,480
-3,760
-3% -$22.8K 0.54% 59
2018
Q1
$789K Buy
+136,240
New +$800K 0.56% 59

Other funds holding NVDA

Pacific Wealth Strategies Group's NVDA Position: Q2 2026 in Review

Pacific Wealth Strategies Group reduced its NVIDIA (NVDA) stake by 26% in Q2 2026, selling an estimated $1.9M and leaving 26,285 shares worth $5.26M. The position accounts for 3.02% of the portfolio, ranked #8.

Pacific Wealth Strategies Group first reported a position in NVDA in Q1 2018 and has held it in 34 quarters since. The position peaked at $12.5M in Q3 2025. 2,757 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Pacific Wealth Strategies Group held 26,285 shares of NVIDIA worth $5.26M as of Q2 2026.
  • Pacific Wealth Strategies Group sold 9,248 NVIDIA shares in Q2 2026, an estimated $1.9M.
  • NVIDIA made up 3.02% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #8 holding.
  • Pacific Wealth Strategies Group first reported a position in NVIDIA in Q1 2018 and has held it in 34 quarters since.
  • Pacific Wealth Strategies Group's NVIDIA position peaked at $12.5M in Q3 2025.
  • 2,757 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.