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Peterson Wealth Advisors’s NVIDIA NVDA Stock Holding History

Peterson Wealth 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 		$666K Buy
3,330
+106
+3% +$21.8K 0.08% 58
2026
Q1 		$562K Sell
3,224
-321
-9% -$58.9K 0.07% 60
2025
Q4 		$661K Buy
3,545
+157
+5% +$29.2K 0.09% 55
2025
Q3 		$627K Sell
3,388
-115
-3% -$20K 0.09% 59
2025
Q2 		$554K Sell
3,503
-43
-1% -$5.41K 0.09% 59
2025
Q1 		$346K Sell
3,546
-12
-0.3% -$1.52K 0.07% 71
2024
Q4 		$514K Buy
3,558
+136
+4% +$18.7K 0.09% 54
2024
Q3 		$416K Buy
3,422
+408
+14% +$48.2K 0.08% 55
2024
Q2 		$372K Sell
3,014
-606
-17% -$61.3K 0.08% 55
2024
Q1 		$327K Sell
3,620
-1,190
-25% -$86.3K 0.07% 55
2023
Q4 		$238K Buy
+4,810
New +$223K 0.06% 63

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

Peterson Wealth Advisors's NVDA Position: Q2 2026 in Review

Peterson Wealth Advisors increased its NVIDIA (NVDA) stake by 3.3% in Q2 2026, buying an estimated $21.8K and bringing the position to 3,330 shares worth $666K. The position accounts for 0.08% of the portfolio, ranked #58.

Peterson Wealth Advisors first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Peterson Wealth Advisors held 3,330 shares of NVIDIA worth $666K as of Q2 2026.
  • Peterson Wealth Advisors bought 106 NVIDIA shares in Q2 2026, an estimated $21.8K.
  • NVIDIA made up 0.08% of Peterson Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Peterson Wealth Advisors first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.