Plante Moran Financial Advisors’s NVIDIA NVDA Stock Holding History

Plante Moran Financial 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 Q2	$1.08M	Sell	5,377 -998	-16%	-$205K	0.05%	47
2026 Q1	$1.11M	Buy	6,375 +753	+13%	+$138K	0.07%	38
2025 Q4	$1.05M	Sell	5,622 -9,610	-63%	-$1.79M	0.07%	50
2025 Q3	$2.84M	Buy	15,232 +78	+0.5%	+$13.6K	0.18%	23
2025 Q2	$2.39M	Sell	15,154 -3,799	-20%	-$478K	0.17%	22
2025 Q1	$2.05M	Sell	18,953 -12,677	-40%	-$1.61M	0.18%	24
2024 Q4	$4.25M	Sell	31,630 -159	-0.5%	-$21.9K	0.35%	15
2024 Q3	$3.86M	Sell	31,789 -10,690	-25%	-$1.26M	0.33%	17
2024 Q2	$5.25M	Sell	42,479 -1,411	-3%	-$143K	0.52%	14
2024 Q1	$3.97M	Sell	43,890 -14,560	-25%	-$1.06M	0.43%	15
2023 Q4	$2.89M	Buy	58,450 +8,720	+18%	+$404K	0.3%	24
2023 Q3	$2.16M	Buy	49,730 +6,420	+15%	+$288K	0.26%	27
2023 Q2	$1.83M	Buy	43,310 +4,400	+11%	+$146K	0.22%	29
2023 Q1	$1.08M	Sell	38,910 -1,030	-3%	-$22.3K	0.15%	42
2022 Q4	$584K	Buy	39,940 +220	+0.6%	+$3.23K	0.08%	72
2022 Q3	$482K	Sell	39,720 -2,180	-5%	-$34.5K	0.08%	78
2022 Q2	$635K	Sell	41,900 -2,930	-7%	-$55.3K	0.11%	62
2022 Q1	$1.22M	Sell	44,830 -3,110	-6%	-$78K	0.23%	41
2021 Q4	$1.41M	Sell	47,940 -16,210	-25%	-$446K	0.23%	40
2021 Q3	$1.33M	Buy	64,150 +15,910	+33%	+$330K	0.3%	37
2021 Q2	$965K	Buy	48,240 +4,160	+9%	+$66.7K	0.23%	51
2021 Q1	$588K	Sell	44,080 -1,800	-4%	-$24.2K	0.16%	69
2020 Q4	$599K	Buy	45,880 +25,280	+123%	+$338K	0.19%	69
2020 Q3	$279K	Buy	20,600 +16,600	+415%	+$193K	0.1%	115
2020 Q2	$38K	Sell	4,000 -360	-8%	-$2.91K	0.02%	327
2020 Q1	$29K	Sell	4,360 -3,240	-43%	-$20.4K	0.01%	336
2019 Q4	$45K	Buy	7,600 +2,920	+62%	+$15.2K	0.02%	339
2019 Q3	$20K	Sell	4,680 -12,600	-73%	-$53K	0.01%	500
2019 Q2	$71K	Sell	17,280 -39,560	-70%	-$164K	0.02%	271
2019 Q1	$255K	Buy	56,840 +7,920	+16%	+$30.7K	0.08%	126
2018 Q4	$163K	Sell	48,920 -2,680	-5%	-$12.8K	0.06%	153
2018 Q3	$363K	Buy	51,600 +47,680	+1,216%	+$310K	0.12%	100
2018 Q2	$23K	Sell	3,920 -2,280	-37%	-$13.9K	0.01%	458
2018 Q1	$36K	Buy	6,200 +3,640	+142%	+$21.4K	0.02%	412
2017 Q4	$12K	Sell	2,560 -8,000	-76%	-$39.7K	0.01%	567
2017 Q3	$47K	Buy	10,560 +8,960	+560%	+$37.3K	0.03%	322
2017 Q2	$6K	Sell	1,600 -2,960	-65%	-$9.4K	﹤0.01%	645
2017 Q1	$12K	Sell	4,560 -18,360	-80%	-$48.9K	0.01%	551
2016 Q4	$61K	Buy	22,920 +1,040	+5%	+$2.17K	0.04%	293
2016 Q3	$37K	Buy	21,880 +280	+1%	+$413	0.03%	382
2016 Q2	$25K	Sell	21,600 -10,840	-33%	-$11.2K	0.02%	398
2016 Q1	$29K	Buy	+32,440	New	+$24.7K	0.02%	333
2014 Q4	–	Sell	-24,000	Closed	-$11K	–	839
2014 Q3	$11K	Hold	24,000	–	–	0.01%	515
2014 Q2	$11K	Hold	24,000	–	–	0.01%	507
2014 Q1	$11K	Buy	+24,000	New	+$10.3K	0.01%	348

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Plante Moran Financial Advisors's NVDA Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its NVIDIA (NVDA) stake by 16% in Q2 2026, selling an estimated $205K and leaving 5,377 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #47.

Plante Moran Financial Advisors first reported a position in NVDA in Q1 2014 and has held it in 45 quarters since. The position peaked at $5.25M in Q2 2024. 5,933 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Plante Moran Financial Advisors held 5,377 shares of NVIDIA worth $1.08M as of Q2 2026.
Plante Moran Financial Advisors sold 998 NVIDIA shares in Q2 2026, an estimated $205K.
NVIDIA made up 0.05% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #47 holding.
Plante Moran Financial Advisors first reported a position in NVIDIA in Q1 2014 and has held it in 45 quarters since.
Plante Moran Financial Advisors's NVIDIA position peaked at $5.25M in Q2 2024.
5,933 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.