PWM
NVDA icon

Pinnacle Wealth Management’s NVIDIA NVDA Stock Holding History

Pinnacle 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 		$3.17M Sell
15,840
-1,533
-9% -$315K 1.96% 11
2026
Q1 		$3.03M Sell
17,373
-5,055
-23% -$927K 2.04% 11
2025
Q4 		$4.18M Buy
22,428
+243
+1% +$45.2K 2.82% 8
2025
Q3 		$4.14M Sell
22,185
-13,458
-38% -$2.35M 2.79% 10
2025
Q2 		$5.63M Buy
35,643
+917
+3% +$115K 4.71% 4
2025
Q1 		$3.76M Buy
34,726
+102
+0.3% +$12.9K 4.24% 4
2024
Q4 		$4.65M Sell
34,624
-111
-0.3% -$15.3K 5.18% 3
2024
Q3 		$4.22M Sell
34,735
-14,822
-30% -$1.75M 5.04% 2
2024
Q2 		$6.12M Buy
49,557
+937
+2% +$94.7K 7.66% 1
2024
Q1 		$4.39M Sell
48,620
-16,050
-25% -$1.16M 4.58% 3
2023
Q4 		$3.2M Buy
64,670
+6,730
+12% +$312K 3.66% 8
2023
Q3 		$2.52M Buy
57,940
+1,310
+2% +$58.7K 3.06% 11
2023
Q2 		$2.4M Buy
+56,630
New +$1.88M 2.42% 11
2022
Q4 		$1.71M Buy
117,050
+14,600
+14% +$214K 2.06% 14
2022
Q3 		$1.24M Buy
102,450
+11,450
+13% +$181K 1.51% 37
2022
Q2 		$1.38M Buy
91,000
+4,630
+5% +$87.4K 1.94% 32
2022
Q1 		$2.36M Sell
86,370
-3,190
-4% -$80K 2.75% 8
2021
Q4 		$2.63M Buy
+89,560
New +$2.46M 2.25% 14

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
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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pinnacle Wealth Management's NVDA Position: Q2 2026 in Review

Pinnacle Wealth Management reduced its NVIDIA (NVDA) stake by 8.8% in Q2 2026, selling an estimated $315K and leaving 15,840 shares worth $3.17M. The position accounts for 1.96% of the portfolio, ranked #11.

Pinnacle Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.12M in Q2 2024. 1,595 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Pinnacle Wealth Management held 15,840 shares of NVIDIA worth $3.17M as of Q2 2026.
  • Pinnacle Wealth Management sold 1,533 NVIDIA shares in Q2 2026, an estimated $315K.
  • NVIDIA made up 1.96% of Pinnacle Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Pinnacle Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 18 quarters since.
  • Pinnacle Wealth Management's NVIDIA position peaked at $6.12M in Q2 2024.
  • 1,595 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Pinnacle Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.