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	–	Sell	-1,500	Closed	-$262K	–	89
2026 Q1	$262K	Buy	+1,500	New	+$275K	0.21%	61
2025 Q3	–	Sell	-4,000	Closed	-$632K	–	76
2025 Q2	$632K	Sell	4,000 -7,000	-64%	-$881K	0.54%	33
2025 Q1	$1.19M	Buy	+11,000	New	+$1.39M	1.22%	20

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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. 2,020 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.
2,020 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.