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Peterson Wealth Services’s NVIDIA NVDA Stock Holding History

Peterson Wealth Services’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 		$27.2M Sell
135,869
-1,519
-1% -$312K 5.93% 2
2026
Q1 		$24M Buy
137,388
+340
+0.2% +$62.4K 5.92% 1
2025
Q4 		$25.6M Buy
137,048
+134,443
+5,161% +$25M 6.54% 1
2025
Q3 		$27.4M Sell
2,605
-145,339
-98% -$25.3M 6.76% 2
2025
Q2 		$23.4M Buy
147,944
+611
+0.4% +$76.9K 6.4% 2
2025
Q1 		$16M Sell
147,333
-11,378
-7% -$1.44M 4.95% 3
2024
Q4 		$21.3M Sell
158,711
-2,010
-1% -$277K 6.4% 2
2024
Q3 		$19.5M Sell
160,721
-91
-0.1% -$10.7K 6.23% 2
2024
Q2 		$19.9M Sell
160,812
-6,508
-4% -$658K 6.94% 2
2024
Q1 		$15.1M Sell
167,320
-25,660
-13% -$1.86M 5.51% 2
2023
Q4 		$9.56M Buy
192,980
+320
+0.2% +$14.8K 4.1% 5
2023
Q3 		$8.38M Buy
192,660
+2,850
+2% +$128K 6.27% 1
2023
Q2 		$8.02M Buy
189,810
+2,460
+1% +$81.7K 3.85% 4
2023
Q1 		$5.2M Buy
187,350
+118,810
+173% +$2.57M 2.68% 7
2022
Q4 		$1M Sell
68,540
-83,280
-55% -$1.22M 0.57% 46
2022
Q3 		$1.84M Buy
151,820
+4,780
+3% +$75.6K 1.31% 29
2022
Q2 		$2.23M Buy
147,040
+6,480
+5% +$122K 1.61% 23
2022
Q1 		$3.83M Buy
140,560
+7,370
+6% +$185K 2.36% 14
2021
Q4 		$3.92M Buy
+133,190
New +$3.66M 2.6% 7

Other funds holding NVDA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Peterson Wealth Services reduced its NVIDIA (NVDA) stake by 1.1% in Q2 2026, selling an estimated $312K and leaving 135,869 shares worth $27.2M. The position accounts for 5.93% of the portfolio, ranked #2.

Peterson Wealth Services first reported a position in NVDA in Q4 2021 and has held it in 19 quarters since. The position peaked at $27.4M in Q3 2025. 2,916 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Peterson Wealth Services held 135,869 shares of NVIDIA worth $27.2M as of Q2 2026.
  • Peterson Wealth Services sold 1,519 NVIDIA shares in Q2 2026, an estimated $312K.
  • NVIDIA made up 5.93% of Peterson Wealth Services's portfolio in Q2 2026, its #2 holding.
  • Peterson Wealth Services first reported a position in NVIDIA in Q4 2021 and has held it in 19 quarters since.
  • Peterson Wealth Services's NVIDIA position peaked at $27.4M in Q3 2025.
  • 2,916 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.