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PFG Private Wealth Management’s NVIDIA NVDA Stock Holding History

PFG Private 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 		$929K Sell
4,641
-426
-8% -$87.6K 0.4% 22
2026
Q1 		$884K Sell
5,067
-674
-12% -$124K 0.37% 22
2025
Q4 		$1.07M Sell
5,741
-13,078
-69% -$2.43M 0.47% 21
2025
Q3 		$3.51M Buy
18,819
+12,790
+212% +$2.23M 1.57% 22
2025
Q2 		$953K Buy
6,029
+663
+12% +$83.4K 0.49% 21
2025
Q1 		$582K Sell
5,366
-380
-7% -$48.2K 0.31% 26
2024
Q4 		$772K Sell
5,746
-543
-9% -$74.8K 0.44% 20
2024
Q3 		$764K Sell
6,289
-2,132
-25% -$252K 0.44% 22
2024
Q2 		$1.04M Sell
8,421
-239
-3% -$24.2K 0.63% 20
2024
Q1 		$783K Sell
8,660
-1,960
-18% -$142K 0.49% 21
2023
Q4 		$525K Buy
10,620
+9,080
+590% +$421K 0.35% 24
2023
Q3 		$67K Sell
1,540
-2,960
-66% -$133K 0.05% 84
2023
Q2 		$190K Sell
4,500
-130
-3% -$4.32K 0.11% 54
2023
Q1 		$129K Sell
4,630
-200
-4% -$4.33K 0.08% 74
2022
Q4 		$71K Sell
4,830
-110
-2% -$1.61K 0.04% 118
2022
Q3 		$60K Buy
4,940
+710
+17% +$11.2K 0.04% 135
2022
Q2 		$64K Buy
4,230
+30
+0.7% +$566 0.04% 145
2022
Q1 		$115K Buy
4,200
+110
+3% +$2.76K 0.06% 93
2021
Q4 		$120K Sell
4,090
-680
-14% -$18.7K 0.06% 72
2021
Q3 		$99K Buy
+4,770
New +$99K 0.06% 71

Other funds holding NVDA

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
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PFG Private Wealth Management's NVDA Position: Q2 2026 in Review

PFG Private Wealth Management reduced its NVIDIA (NVDA) stake by 8.4% in Q2 2026, selling an estimated $87.6K and leaving 4,641 shares worth $929K. The position accounts for 0.4% of the portfolio, ranked #22.

PFG Private Wealth Management first reported a position in NVDA in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.51M in Q3 2025. 2,020 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • PFG Private Wealth Management held 4,641 shares of NVIDIA worth $929K as of Q2 2026.
  • PFG Private Wealth Management sold 426 NVIDIA shares in Q2 2026, an estimated $87.6K.
  • NVIDIA made up 0.4% of PFG Private Wealth Management's portfolio in Q2 2026, its #22 holding.
  • PFG Private Wealth Management first reported a position in NVIDIA in Q3 2021 and has held it in 20 quarters since.
  • PFG Private Wealth Management's NVIDIA position peaked at $3.51M in Q3 2025.
  • 2,020 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on PFG Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.