Peak Financial Advisors’s NVIDIA NVDA Stock Holding History

Peak Financial Advisors’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	$3.28M	Sell	16,390 -2,228	-12%	-$458K	1.36%	24
2026 Q1	$3.25M	Buy	18,618 +12,186	+189%	+$2.24M	1.44%	18
2025 Q4	$1.2M	Buy	6,432 +3,426	+114%	+$638K	0.54%	42
2025 Q3	$561K	Sell	3,006 -41	-1%	-$7.15K	0.27%	64
2025 Q2	$481K	Sell	3,047 -27,351	-90%	-$3.44M	0.25%	68
2025 Q1	$3.29M	Buy	30,398 +27,169	+841%	+$3.44M	1.68%	13
2024 Q4	$434K	Buy	3,229 +118	+4%	+$16.3K	0.23%	62
2024 Q3	$378K	Sell	3,111 -7	-0.2%	-$827	0.19%	65
2024 Q2	$385K	Sell	3,118 -322	-9%	-$32.6K	0.22%	63
2024 Q1	$311K	Buy	+3,440	New	+$249K	0.19%	65
2022 Q1	–	Sell	-7,200	Closed	-$212K	–	100
2021 Q4	$212K	Buy	+7,200	New	+$198K	0.16%	71

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Peak Financial Advisors's NVDA Position: Q2 2026 in Review

Peak Financial Advisors reduced its NVIDIA (NVDA) stake by 12% in Q2 2026, selling an estimated $458K and leaving 16,390 shares worth $3.28M. The position accounts for 1.36% of the portfolio, ranked #24.

Peak Financial Advisors first reported a position in NVDA in Q4 2021 and has held it in 11 quarters since. The position peaked at $3.29M in Q1 2025. 1,201 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Peak Financial Advisors held 16,390 shares of NVIDIA worth $3.28M as of Q2 2026.
Peak Financial Advisors sold 2,228 NVIDIA shares in Q2 2026, an estimated $458K.
NVIDIA made up 1.36% of Peak Financial Advisors's portfolio in Q2 2026, its #24 holding.
Peak Financial Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 11 quarters since.
Peak Financial Advisors's NVIDIA position peaked at $3.29M in Q1 2025.
1,201 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.