Position in NVDA
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$438,761,353
+$65,203,878 QoQ
Shares Held
2,192,820
+2.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
5.27%
of 13F equity value
Holder Rank
#399
of 5,878 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Derivatives in NVDA
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$2,581,161
PutShares
12,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $829,573,913 across 28 Semiconductors names. NVDA ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
2,192,820 | $438,761,353 | |
| 2 | AVGO |
Broadcom Inc.
|
255,126 | $96,373,846 | |
| 3 | QCOM |
Qualcomm Inc/De
|
328,938 | $60,784,453 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
98,358 | $57,137,145 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
116,091 | $55,441,578 | |
| 6 | MU |
Micron Technology Inc
|
37,830 | $43,666,790 | |
| 7 | INTC |
Intel Corp
|
195,474 | $27,294,034 | |
| 8 | TXN |
Texas Instruments Inc
|
48,053 | $14,323,157 |
All Filings in NVDA
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,761,353 | 2,192,820 | Shares | Defined | 2026-08-17 | |
| 2026-06-30 | $2,581,161 | 12,900 | Put | Defined | 2026-08-17 | |
| 2026-03-31 | $373,557,475 | 2,141,958 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $1,744,000 | 10,000 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $366,449,747 | 1,964,878 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $339,086,760 | 1,817,380 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $250,542,911 | 1,585,815 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $171,798,448 | 1,585,149 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $205,044,983 | 1,526,882 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $187,013,349 | 1,539,965 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $180,389,031 | 1,460,167 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $148,665,437 | 164,533 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $86,099,939 | 173,862 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $56,605,683 | 130,131 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $61,276,562 | 144,855 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $51,673,275 | 186,029 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $28,500,953 | 195,025 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $26,374,526 | 217,271 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $39,823,147 | 262,703 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $64,759,500 | 237,336 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $73,814,257 | 250,975 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $52,050,400 | 251,257 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $51,653,655 | 64,559 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $33,208,434 | 62,196 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $31,979,528 | 61,240 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $32,020,198 | 59,163 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $23,229,719 | 61,145 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $12,191,500 | 46,250 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||