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Plotkin Financial Advisors’s NVIDIA NVDA Stock Holding History

Plotkin 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 		$3.93M Buy
19,647
+121
+0.6% +$24.9K 1.63% 16
2026
Q1 		$3.41M Sell
19,526
-685
-3% -$126K 1.71% 16
2025
Q4 		$3.77M Buy
20,211
+346
+2% +$64.4K 1.84% 16
2025
Q3 		$3.71M Buy
19,865
+3,670
+23% +$640K 1.83% 17
2025
Q2 		$2.56M Buy
16,195
+5,230
+48% +$658K 1.41% 19
2025
Q1 		$1.19M Sell
10,965
-7,880
-42% -$999K 0.73% 30
2024
Q4 		$2.53M Sell
18,845
-764
-4% -$105K 1.5% 18
2024
Q3 		$2.38M Sell
19,609
-151
-0.8% -$17.8K 1.43% 19
2024
Q2 		$2.44M Sell
19,760
-850
-4% -$85.9K 1.57% 18
2024
Q1 		$1.86M Buy
20,610
+2,700
+15% +$196K 1.23% 22
2023
Q4 		$887K Buy
17,910
+7,390
+70% +$342K 0.67% 28
2023
Q3 		$458K Sell
10,520
-6,370
-38% -$285K 0.4% 43
2023
Q2 		$714K Buy
16,890
+7,250
+75% +$241K 0.59% 30
2023
Q1 		$268K Buy
+9,640
New +$209K 0.25% 59
2022
Q3 		– Sell
-20,400
Closed -$309K – 70
2022
Q2 		$309K Buy
20,400
+7,120
+54% +$134K 0.29% 52
2022
Q1 		$362K Sell
13,280
-2,700
-17% -$67.7K 0.25% 57
2021
Q4 		$470K Sell
15,980
-9,250
-37% -$255K 0.3% 52
2021
Q3 		$523K Buy
25,230
+7,870
+45% +$163K 0.31% 53
2021
Q2 		$347K Sell
17,360
-15,640
-47% -$251K 0.19% 69
2021
Q1 		$440K Buy
33,000
+3,360
+11% +$45.2K 0.27% 50
2020
Q4 		$387K Sell
29,640
-600
-2% -$8.03K 0.26% 46
2020
Q3 		$409K Buy
+30,240
New +$352K 0.45% 41

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

Plotkin Financial Advisors's NVDA Position: Q2 2026 in Review

Plotkin Financial Advisors increased its NVIDIA (NVDA) stake by 0.62% in Q2 2026, buying an estimated $24.9K and bringing the position to 19,647 shares worth $3.93M. The position accounts for 1.63% of the portfolio, ranked #16.

Plotkin Financial Advisors first reported a position in NVDA in Q3 2020 and has held it in 22 quarters since. 5,962 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Plotkin Financial Advisors held 19,647 shares of NVIDIA worth $3.93M as of Q2 2026.
  • Plotkin Financial Advisors bought 121 NVIDIA shares in Q2 2026, an estimated $24.9K.
  • NVIDIA made up 1.63% of Plotkin Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • Plotkin Financial Advisors first reported a position in NVIDIA in Q3 2020 and has held it in 22 quarters since.
  • 5,962 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.