PBF
NVDA icon

Petix & Botte Financial’s NVIDIA NVDA Stock Holding History

Petix & Botte Financial’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 		$2.22M Buy
11,079
+5,939
+116% +$1.22M 0.45% 40
2026
Q1 		$1.8M Sell
5,140
-5,393
-51% -$989K 0.4% 46
2025
Q4 		$1.96M Buy
10,533
+253
+2% +$47.1K 0.45% 41
2025
Q3 		$1.92M Hold
10,280
– – 0.44% 43
2025
Q2 		$1.62M Hold
10,280
– – 0.4% 45
2025
Q1 		$1.11M Sell
10,280
-394
-4% -$49.9K 0.29% 54
2024
Q4 		$1.43M Hold
10,674
– – 0.38% 48
2024
Q3 		$1.3M Buy
10,674
+394
+4% +$46.5K 0.35% 43
2024
Q2 		$1.27M Buy
10,280
+5,340
+108% +$540K 0.36% 41
2024
Q1 		$446K Sell
4,940
-4,940
-50% -$358K 0.11% 96
2023
Q4 		$489K Buy
9,880
+800
+9% +$37.1K 0.14% 67
2023
Q3 		$395K Hold
9,080
– – 0.12% 78
2023
Q2 		$384K Buy
+9,080
New +$301K 0.12% 82
2022
Q2 		– Sell
-10,200
Closed -$278K – 97
2022
Q1 		$278K Sell
10,200
-9,100
-47% -$228K 0.09% 92
2021
Q4 		$568K Sell
19,300
-20,700
-52% -$570K 0.36% 46
2021
Q3 		$828K Buy
40,000
+20,000
+100% +$415K 0.28% 53
2021
Q2 		$400K Hold
20,000
– – 0.28% 60
2021
Q1 		$267K Hold
20,000
– – 0.2% 66
2020
Q4 		$261K Hold
20,000
– – 0.2% 67
2020
Q3 		$271K Buy
+20,000
New +$233K 0.22% 66

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

Petix & Botte Financial's NVDA Position: Q2 2026 in Review

Petix & Botte Financial increased its NVIDIA (NVDA) stake by 116% in Q2 2026, buying an estimated $1.22M and bringing the position to 11,079 shares worth $2.22M. The position accounts for 0.45% of the portfolio, ranked #40.

Petix & Botte Financial first reported a position in NVDA in Q3 2020 and has held it in 20 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Petix & Botte Financial held 11,079 shares of NVIDIA worth $2.22M as of Q2 2026.
  • Petix & Botte Financial bought 5,939 NVIDIA shares in Q2 2026, an estimated $1.22M.
  • NVIDIA made up 0.45% of Petix & Botte Financial's portfolio in Q2 2026, its #40 holding.
  • Petix & Botte Financial first reported a position in NVIDIA in Q3 2020 and has held it in 20 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.