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Prosperity Financial Group’s NVIDIA NVDA Stock Holding History

Prosperity Financial Group’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 		$12M Sell
60,025
-6,248
-9% -$1.28M 3.72% 2
2026
Q1 		$11.6M Buy
66,273
+542
+0.8% +$99.4K 4.27% 2
2025
Q4 		$12.3M Sell
65,731
-1,554
-2% -$289K 4.41% 2
2025
Q3 		$12.6M Buy
67,285
+207
+0.3% +$36.1K 4.59% 2
2025
Q2 		$10.6M Sell
67,078
-2,987
-4% -$376K 4.5% 2
2025
Q1 		$7.59M Buy
70,065
+636
+0.9% +$80.6K 3.78% 2
2024
Q4 		$9.32M Buy
69,429
+3,536
+5% +$487K 4.64% 2
2024
Q3 		$8M Buy
65,893
+17,153
+35% +$2.03M 4.48% 3
2024
Q2 		$6.02M Buy
48,740
+5,110
+12% +$517K 3.8% 3
2024
Q1 		$3.94M Buy
43,630
+6,310
+17% +$457K 2.44% 9
2023
Q4 		$1.85M Buy
37,320
+470
+1% +$21.8K 1.28% 19
2023
Q3 		$1.6M Sell
36,850
-5,260
-12% -$236K 1.32% 19
2023
Q2 		$1.78M Buy
42,110
+2,760
+7% +$91.6K 1.57% 14
2023
Q1 		$1.09M Sell
39,350
-90
-0.2% -$1.95K 1.11% 23
2022
Q4 		$576K Buy
+39,440
New +$578K 0.62% 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

Prosperity Financial Group's NVDA Position: Q2 2026 in Review

Prosperity Financial Group reduced its NVIDIA (NVDA) stake by 9.4% in Q2 2026, selling an estimated $1.28M and leaving 60,025 shares worth $12M. The position accounts for 3.72% of the portfolio, ranked #2.

Prosperity Financial Group first reported a position in NVDA in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.6M in Q3 2025. 5,955 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Prosperity Financial Group held 60,025 shares of NVIDIA worth $12M as of Q2 2026.
  • Prosperity Financial Group sold 6,248 NVIDIA shares in Q2 2026, an estimated $1.28M.
  • NVIDIA made up 3.72% of Prosperity Financial Group's portfolio in Q2 2026, its #2 holding.
  • Prosperity Financial Group first reported a position in NVIDIA in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Financial Group's NVIDIA position peaked at $12.6M in Q3 2025.
  • 5,955 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.