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Advus Financial Partners, LLC’s NVIDIA NVDA Stock Holding History

Advus Financial Partners, LLC’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 		$5.94M Sell
29,667
-1,315
-4% -$270K 1.35% 15
2026
Q1 		$5.4M Buy
30,982
+989
+3% +$181K 1.35% 14
2025
Q4 		$5.59M Sell
29,993
-6,072
-17% -$1.13M 1.35% 14
2025
Q3 		$6.73M Sell
36,065
-1,141
-3% -$199K 1.62% 11
2025
Q2 		$5.88M Buy
37,206
+1,706
+5% +$215K 1.5% 14
2025
Q1 		$3.85M Buy
35,500
+2,014
+6% +$255K 1.08% 20
2024
Q4 		$4.5M Buy
33,486
+448
+1% +$61.7K 1.27% 17
2024
Q3 		$4.01M Buy
33,038
+556
+2% +$65.7K 1.15% 16
2024
Q2 		$4.01M Sell
32,482
-188
-0.6% -$19K 1.22% 17
2024
Q1 		$2.95M Sell
32,670
-3,580
-10% -$259K 0.91% 23
2023
Q4 		$1.8M Buy
36,250
+120
+0.3% +$5.56K 0.62% 31
2023
Q3 		$1.57M Buy
36,130
+770
+2% +$34.5K 0.62% 30
2023
Q2 		$1.5M Buy
35,360
+510
+1% +$16.9K 0.58% 34
2023
Q1 		$968K Sell
34,850
-1,250
-3% -$27.1K 0.4% 37
2022
Q4 		$528K Buy
36,100
+16,460
+84% +$241K 0.23% 66
2022
Q3 		$238K Sell
19,640
-11,580
-37% -$183K 0.13% 109
2022
Q2 		$473K Buy
31,220
+5,840
+23% +$110K 0.25% 60
2022
Q1 		$693K Buy
+25,380
New +$637K 0.35% 47
2021
Q3 		$448K Buy
+15,220
New +$316K 0.25% 49

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

Advus Financial Partners, LLC's NVDA Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its NVIDIA (NVDA) stake by 4.2% in Q2 2026, selling an estimated $270K and leaving 29,667 shares worth $5.94M. The position accounts for 1.35% of the portfolio, ranked #15.

Advus Financial Partners, LLC first reported a position in NVDA in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.73M in Q3 2025. 5,949 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Advus Financial Partners, LLC held 29,667 shares of NVIDIA worth $5.94M as of Q2 2026.
  • Advus Financial Partners, LLC sold 1,315 NVIDIA shares in Q2 2026, an estimated $270K.
  • NVIDIA made up 1.35% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #15 holding.
  • Advus Financial Partners, LLC first reported a position in NVIDIA in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's NVIDIA position peaked at $6.73M in Q3 2025.
  • 5,949 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.