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Peterson Wealth Management’s NVIDIA NVDA Stock Holding History

Peterson Wealth 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 		$4.33M Buy
21,639
+2,582
+14% +$531K 2.02% 16
2026
Q1 		$3.32M Buy
19,057
+32
+0.2% +$5.87K 1.93% 17
2025
Q4 		$3.55M Sell
19,025
-33,287
-64% -$6.2M 2.64% 13
2025
Q3 		$9.76M Sell
52,312
-19,952
-28% -$3.48M 6.76% 4
2025
Q2 		$11.4M Buy
72,264
+778
+1% +$97.9K 6.77% 4
2025
Q1 		$7.75M Buy
71,486
+1,133
+2% +$144K 5.22% 4
2024
Q4 		$9.45M Buy
70,353
+7,436
+12% +$1.02M 5.62% 4
2024
Q3 		$7.64M Buy
62,917
+7,254
+13% +$857K 4.88% 4
2024
Q2 		$6.88M Buy
55,663
+17,613
+46% +$1.78M 4.25% 5
2024
Q1 		$3.44M Buy
38,050
+9,180
+32% +$665K 2.48% 13
2023
Q4 		$1.43M Buy
28,870
+10,530
+57% +$488K 1.29% 26
2023
Q3 		$798K Buy
+18,340
New +$822K 0.66% 38
2022
Q2 		– Sell
-45,470
Closed -$1.24M – 53
2022
Q1 		$1.24M Buy
45,470
+9,250
+26% +$232K 0.83% 36
2021
Q4 		$1.06M Buy
36,220
+3,340
+10% +$91.9K 0.71% 40
2021
Q3 		$681K Buy
32,880
+1,080
+3% +$22.4K 0.53% 46
2021
Q2 		$636K Buy
31,800
+7,560
+31% +$121K 0.5% 46
2021
Q1 		$324K Buy
+24,240
New +$326K 0.28% 42

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 Management's NVDA Position: Q2 2026 in Review

Peterson Wealth Management increased its NVIDIA (NVDA) stake by 14% in Q2 2026, buying an estimated $531K and bringing the position to 21,639 shares worth $4.33M. The position accounts for 2.02% of the portfolio, ranked #16.

Peterson Wealth Management first reported a position in NVDA in Q1 2021 and has held it in 17 quarters since. The position peaked at $11.4M in Q2 2025. 5,972 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Peterson Wealth Management held 21,639 shares of NVIDIA worth $4.33M as of Q2 2026.
  • Peterson Wealth Management bought 2,582 NVIDIA shares in Q2 2026, an estimated $531K.
  • NVIDIA made up 2.02% of Peterson Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Peterson Wealth Management first reported a position in NVIDIA in Q1 2021 and has held it in 17 quarters since.
  • Peterson Wealth Management's NVIDIA position peaked at $11.4M in Q2 2025.
  • 5,972 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.