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Pinnacle Wealth Planning Services’s NVIDIA NVDA Stock Holding History

Pinnacle Wealth Planning 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 		$22.6M Sell
113,064
-7,757
-6% -$1.59M 2.15% 7
2026
Q1 		$21.1M Buy
120,821
+184
+0.2% +$33.8K 2.18% 7
2025
Q4 		$22.5M Sell
120,637
-960
-0.8% -$179K 2.35% 7
2025
Q3 		$22.7M Buy
121,597
+3,108
+3% +$542K 2.66% 6
2025
Q2 		$18.7M Buy
118,489
+20,504
+21% +$2.58M 2.46% 8
2025
Q1 		$10.6M Buy
97,985
+4,342
+5% +$550K 1.6% 9
2024
Q4 		$12.6M Sell
93,643
-42,553
-31% -$5.87M 1.89% 9
2024
Q3 		$16.5M Buy
136,196
+2,042
+2% +$241K 2.25% 8
2024
Q2 		$16.6M Sell
134,154
-7,136
-5% -$721K 2.37% 7
2024
Q1 		$12.8M Sell
141,290
-7,180
-5% -$520K 1.87% 9
2023
Q4 		$7.35M Sell
148,470
-49,590
-25% -$2.3M 1.16% 12
2023
Q3 		$8.62M Sell
198,060
-4,270
-2% -$191K 1.42% 11
2023
Q2 		$8.56M Sell
202,330
-12,860
-6% -$427K 1.38% 11
2023
Q1 		$5.98M Buy
215,190
+240
+0.1% +$5.19K 0.99% 14
2022
Q4 		$3.14M Buy
214,950
+54,650
+34% +$802K 0.56% 32
2022
Q3 		$1.95M Sell
160,300
-32,990
-17% -$522K 0.36% 47
2022
Q2 		$2.93M Buy
193,290
+52,890
+38% +$998K 0.53% 32
2022
Q1 		$3.83M Buy
140,400
+20,530
+17% +$515K 0.7% 26
2021
Q4 		$3.52M Buy
119,870
+2,550
+2% +$70.2K 0.69% 27
2021
Q3 		$2.43M Buy
117,320
+2,800
+2% +$58.1K 0.54% 36
2021
Q2 		$2.29M Buy
114,520
+4,480
+4% +$71.8K 0.53% 37
2021
Q1 		$1.47M Buy
110,040
+14,720
+15% +$198K 0.38% 53
2020
Q4 		$1.24M Buy
95,320
+1,120
+1% +$15K 0.3% 54
2020
Q3 		$1.27M Sell
94,200
-160
-0.2% -$1.86K 0.42% 41
2020
Q2 		$896K Sell
94,360
-2,240
-2% -$18.1K 0.29% 63
2020
Q1 		$635K Buy
96,600
+19,520
+25% +$123K 0.3% 67
2019
Q4 		$453K Buy
77,080
+16,440
+27% +$85.5K 0.21% 103
2019
Q3 		$263K Buy
+60,640
New +$255K 0.14% 136

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

Pinnacle Wealth Planning Services's NVDA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its NVIDIA (NVDA) stake by 6.4% in Q2 2026, selling an estimated $1.59M and leaving 113,064 shares worth $22.6M. The position accounts for 2.15% of the portfolio, ranked #7.

Pinnacle Wealth Planning Services first reported a position in NVDA in Q3 2019 and has held it in 28 quarters since. The position peaked at $22.7M in Q3 2025. 5,936 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 113,064 shares of NVIDIA worth $22.6M as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 7,757 NVIDIA shares in Q2 2026, an estimated $1.59M.
  • NVIDIA made up 2.15% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #7 holding.
  • Pinnacle Wealth Planning Services first reported a position in NVIDIA in Q3 2019 and has held it in 28 quarters since.
  • Pinnacle Wealth Planning Services's NVIDIA position peaked at $22.7M in Q3 2025.
  • 5,936 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.