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Uptown Financial Advisors’s NVIDIA NVDA Stock Holding History

Uptown 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 		$2.13M Buy
10,646
+20
+0.2% +$4.11K 1.4% 18
2026
Q1 		$1.85M Buy
10,626
+796
+8% +$146K 1.47% 17
2025
Q4 		$1.83M Sell
9,830
-127
-1% -$23.6K 1.31% 18
2025
Q3 		$1.86M Buy
9,957
+638
+7% +$111K 1.53% 18
2025
Q2 		$1.47M Buy
9,319
+2,556
+38% +$322K 1.26% 20
2025
Q1 		$733K Buy
6,763
+939
+16% +$119K 0.75% 28
2024
Q4 		$782K Buy
+5,824
New +$803K 0.84% 24

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Uptown Financial Advisors increased its NVIDIA (NVDA) stake by 0.19% in Q2 2026, buying an estimated $4.11K and bringing the position to 10,646 shares worth $2.13M. The position accounts for 1.4% of the portfolio, ranked #18.

Uptown Financial Advisors first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 1,595 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Uptown Financial Advisors held 10,646 shares of NVIDIA worth $2.13M as of Q2 2026.
  • Uptown Financial Advisors bought 20 NVIDIA shares in Q2 2026, an estimated $4.11K.
  • NVIDIA made up 1.4% of Uptown Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • Uptown Financial Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
  • 1,595 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.