PFA
NVDA icon

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
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 $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

Plotkin Financial Advisors's NVDA Position: Q1 2026 in Review

Plotkin Financial Advisors reduced its NVIDIA (NVDA) stake by 3.4% in Q1 2026, selling an estimated $126K and leaving 19,526 shares worth $3.41M. The position accounts for 1.71% of the portfolio, ranked #16.

Plotkin Financial Advisors first reported a position in NVDA in Q3 2020 and has held it in 21 quarters since. The position peaked at $3.77M in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Plotkin Financial Advisors held 19,526 shares of NVIDIA worth $3.41M as of Q1 2026.
  • Plotkin Financial Advisors sold 685 NVIDIA shares in Q1 2026, an estimated $126K.
  • NVIDIA made up 1.71% of Plotkin Financial Advisors's portfolio in Q1 2026, its #16 holding.
  • Plotkin Financial Advisors first reported a position in NVIDIA in Q3 2020 and has held it in 21 quarters since.
  • Plotkin Financial Advisors's NVIDIA position peaked at $3.77M in Q4 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.