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Peak Financial Management’s NVIDIA NVDA Stock Holding History

Peak Financial Management’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 		$4.15M Sell
20,723
-1,735
-8% -$357K 0.95% 26
2026
Q1 		$3.92M Buy
22,458
+420
+2% +$77.1K 0.99% 26
2025
Q4 		$4.11M Sell
22,038
-3,605
-14% -$671K 1.06% 25
2025
Q3 		$4.78M Buy
25,643
+649
+3% +$113K 1.26% 24
2025
Q2 		$3.95M Sell
24,994
-4,075
-14% -$513K 1.12% 25
2025
Q1 		$3.15M Sell
29,069
-2,638
-8% -$334K 0.94% 26
2024
Q4 		$4.26M Buy
31,707
+1,103
+4% +$152K 1.28% 25
2024
Q3 		$3.72M Buy
30,604
+744
+2% +$87.9K 1.09% 26
2024
Q2 		$3.69M Sell
29,860
-1,950
-6% -$197K 1.15% 26
2024
Q1 		$2.87M Buy
31,810
+5,110
+19% +$370K 0.91% 28
2023
Q4 		$1.32M Sell
26,700
-3,400
-11% -$158K 0.44% 34
2023
Q3 		$1.31M Buy
30,100
+2,980
+11% +$134K 0.48% 35
2023
Q2 		$1.15M Buy
27,120
+1,860
+7% +$61.8K 0.41% 40
2023
Q1 		$702K Sell
25,260
-4,950
-16% -$107K 0.26% 38
2022
Q4 		$441K Buy
30,210
+600
+2% +$8.8K 0.17% 50
2022
Q3 		$359K Buy
29,610
+4,250
+17% +$67.2K 0.15% 52
2022
Q2 		$384K Sell
25,360
-8,500
-25% -$160K 0.15% 47
2022
Q1 		$924K Buy
33,860
+2,910
+9% +$73K 0.31% 39
2021
Q4 		$910K Buy
30,950
+9,170
+42% +$252K 0.29% 38
2021
Q3 		$451K Sell
21,780
-860
-4% -$17.9K 0.15% 46
2021
Q2 		$453K Hold
22,640
– – 0.15% 45
2021
Q1 		$302K Buy
22,640
+4,080
+22% +$54.8K 0.11% 53
2020
Q4 		$242K Buy
+18,560
New +$248K 0.09% 60

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

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

Peak Financial Management reduced its NVIDIA (NVDA) stake by 7.7% in Q2 2026, selling an estimated $357K and leaving 20,723 shares worth $4.15M. The position accounts for 0.95% of the portfolio, ranked #26.

Peak Financial Management first reported a position in NVDA in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.78M in Q3 2025. 5,961 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Peak Financial Management held 20,723 shares of NVIDIA worth $4.15M as of Q2 2026.
  • Peak Financial Management sold 1,735 NVIDIA shares in Q2 2026, an estimated $357K.
  • NVIDIA made up 0.95% of Peak Financial Management's portfolio in Q2 2026, its #26 holding.
  • Peak Financial Management first reported a position in NVIDIA in Q4 2020 and has held it in 23 quarters since.
  • Peak Financial Management's NVIDIA position peaked at $4.78M in Q3 2025.
  • 5,961 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.