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Pinnacle Family Advisors’s NVIDIA NVDA Stock Holding History

Pinnacle Family 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
Q1 		$6.82M Sell
39,117
-95
-0.2% -$17.4K 3.21% 7
2025
Q4 		$7.31M Sell
39,212
-129
-0.3% -$24K 3.22% 6
2025
Q3 		$7.34M Buy
39,341
+1,213
+3% +$211K 3.2% 7
2025
Q2 		$6.02M Buy
38,128
+703
+2% +$88.5K 2.93% 8
2025
Q1 		$4.06M Sell
37,425
-5,981
-14% -$758K 2.21% 11
2024
Q4 		$5.83M Sell
43,406
-3,175
-7% -$438K 2.82% 7
2024
Q3 		$5.66M Sell
46,581
-3,505
-7% -$414K 2.93% 7
2024
Q2 		$6.19M Sell
50,086
-3,424
-6% -$346K 3.42% 5
2024
Q1 		$4.83M Buy
53,510
+7,510
+16% +$544K 2.58% 12
2023
Q4 		$2.28M Sell
46,000
-1,640
-3% -$76K 1.34% 21
2023
Q3 		$2.07M Buy
47,640
+34,480
+262% +$1.54M 1.19% 18
2023
Q2 		$557K Sell
13,160
-170
-1% -$5.64K 0.3% 57
2023
Q1 		$370K Buy
+13,330
New +$288K 0.23% 76
2022
Q4 		– Sell
-21,290
Closed -$258K – 96
2022
Q3 		$258K Sell
21,290
-2,520
-11% -$39.8K 0.22% 72
2022
Q2 		$361K Sell
23,810
-6,290
-21% -$119K 0.29% 64
2022
Q1 		$821K Sell
30,100
-94,850
-76% -$2.38M 0.44% 40
2021
Q4 		$3.67M Buy
124,950
+107,370
+611% +$2.95M 1.66% 11
2021
Q3 		$364K Buy
+17,580
New +$365K 0.16% 88
2021
Q2 		– Sell
-23,120
Closed -$309K – 140
2021
Q1 		$309K Sell
23,120
-14,960
-39% -$201K 0.16% 91
2020
Q4 		$497K Sell
38,080
-197,720
-84% -$2.65M 0.3% 63
2020
Q3 		$3.19M Buy
235,800
+46,200
+24% +$538K 2.16% 13
2020
Q2 		$1.8M Buy
+189,600
New +$1.53M 1.57% 14
2018
Q4 		– Sell
-44,960
Closed -$316K – 71
2018
Q3 		$316K Sell
44,960
-49,600
-52% -$323K 0.17% 56
2018
Q2 		$560K Buy
94,560
+54,560
+136% +$331K 0.3% 47
2018
Q1 		$232K Sell
40,000
-5,200
-12% -$30.5K 0.13% 60
2017
Q4 		$219K Buy
+45,200
New +$225K 0.1% 66

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Family Advisors's NVDA Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its NVIDIA (NVDA) stake by 0.24% in Q1 2026, selling an estimated $17.4K and leaving 39,117 shares worth $6.82M. The position accounts for 3.21% of the portfolio, ranked #7.

Pinnacle Family Advisors first reported a position in NVDA in Q4 2017 and has held it in 26 quarters since. The position peaked at $7.34M in Q3 2025. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Pinnacle Family Advisors held 39,117 shares of NVIDIA worth $6.82M as of Q1 2026.
  • Pinnacle Family Advisors sold 95 NVIDIA shares in Q1 2026, an estimated $17.4K.
  • NVIDIA made up 3.21% of Pinnacle Family Advisors's portfolio in Q1 2026, its #7 holding.
  • Pinnacle Family Advisors first reported a position in NVIDIA in Q4 2017 and has held it in 26 quarters since.
  • Pinnacle Family Advisors's NVIDIA position peaked at $7.34M in Q3 2025.
  • 5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.