United Asset Strategies Inc. Has $84.78 Million Stock Position in NVIDIA Corporation $NVDA

United Asset Strategies Inc. raised its stake in shares of NVIDIA Corporation (NASDAQ:NVDA) by 8.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 423,723 shares of the computer hardware maker’s stock after buying an additional 31,268 shares during the quarter. NVIDIA comprises approximately 6.0% of United Asset Strategies Inc.’s holdings, making the stock its largest position. United Asset Strategies Inc.’s holdings in NVIDIA were worth $84,783,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC grew its stake in NVIDIA by 12.4% during the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock valued at $43,631,000 after acquiring an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG lifted its stake in NVIDIA by 1.0% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock worth $315,100,000 after purchasing an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE lifted its stake in NVIDIA by 6.7% in the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock worth $7,842,000 after purchasing an additional 3,653 shares in the last quarter. Hudson Value Partners LLC boosted its holdings in shares of NVIDIA by 30.7% during the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock valued at $6,805,000 after purchasing an additional 11,900 shares during the last quarter. Finally, Wealth Group Ltd. boosted its holdings in shares of NVIDIA by 15.7% during the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock valued at $715,000 after purchasing an additional 896 shares during the last quarter. Institutional investors own 65.27% of the company’s stock.

NVIDIA News Roundup

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA announced that its Groq 3 LPX inference accelerator is now in full production. The product reportedly achieved 3,400 output tokens per second in benchmarking, while Nebius plans to become its first AI-cloud adopter. This supports NVIDIA’s push beyond training into fast-growing agentic AI inference. NVIDIA Groq 3 LPX Now in Full Production
• Positive Sentiment: SpaceXAI said it will use NVIDIA’s Vera CPU for large-scale agentic AI and planned satellite deployments, providing another potential long-term customer and demonstrating demand for the Vera Rubin platform outside traditional data centers. SpaceXAI Adopts NVIDIA Vera CPU
• Positive Sentiment: Analysts including Rosenblatt, KeyBanc and Cantor Fitzgerald reaffirmed bullish ratings, with price targets ranging from $325 to $350. Consensus expectations call for roughly $92.2 billion in quarterly revenue, supported by strong AI data-center demand. NVIDIA Analyst Ratings
• Neutral Sentiment: NVIDIA is reportedly considering an investment in AI search startup Perplexity at a valuation above $30 billion. The deal could strengthen NVIDIA’s ecosystem, but it also adds to concerns about the company investing heavily in customers and AI partners. Nvidia Discusses Perplexity Investment
• Negative Sentiment: The broader market is rotating away from semiconductors amid higher yields, geopolitical concerns and uncertainty surrounding trade policy. NVIDIA’s earnings have beaten estimates for 14 straight quarters, but the stock has frequently declined after reports, raising the risk that strong results are already priced in.
• Negative Sentiment: Memory shortages and energy constraints are reportedly prompting AI-server price increases of more than 15%. While higher prices could lift revenue, investors worry about customer affordability, demand elasticity and margin pressure.
• Negative Sentiment: Taiwanese prosecutors indicted nine people, including individuals linked to NVIDIA and Super Micro, over alleged illegal AI-server exports to China. The investigation adds regulatory and China-exposure risk. Taiwan Indicts Nine Over AI Server Exports

Analyst Ratings Changes

NVDA has been the topic of several research reports. TD Cowen reaffirmed a “buy” rating on shares of NVIDIA in a report on Tuesday, August 18th. Susquehanna restated a “positive” rating and set a $275.00 price target (up from $250.00) on shares of NVIDIA in a report on Tuesday, May 12th. Robert W. Baird set a $500.00 price target on NVIDIA and gave the company an “outperform” rating in a report on Thursday, May 21st. Sanford C. Bernstein reaffirmed a “buy” rating on shares of NVIDIA in a research note on Monday, June 29th. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating and set a $350.00 price objective on shares of NVIDIA in a report on Monday. Three investment analysts have rated the stock with a Strong Buy rating, forty-nine have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average target price of $308.01.

NVIDIA Stock Down 2.9%

Shares of NASDAQ:NVDA opened at $208.48 on Tuesday. The company has a market cap of $5.05 trillion, a price-to-earnings ratio of 31.93, a PEG ratio of 0.42 and a beta of 2.23. NVIDIA Corporation has a 12 month low of $164.07 and a 12 month high of $236.54. The company has a current ratio of 3.44, a quick ratio of 2.85 and a debt-to-equity ratio of 0.04. The company has a 50-day moving average price of $207.39 and a 200 day moving average price of $199.81.

NVIDIA announced that its board has initiated a stock buyback program on Wednesday, May 20th that permits the company to repurchase $80.00 billion in shares. This repurchase authorization permits the computer hardware maker to buy up to 1.5% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s management believes its shares are undervalued.

Insider Activity

In other news, Director Mark A. Stevens sold 885,000 shares of NVIDIA stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $210.17, for a total value of $186,000,450.00. Following the completion of the transaction, the director owned 5,207,271 shares in the company, valued at approximately $1,094,412,146.07. The trade was a 14.53% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director John Dabiri sold 625 shares of the business’s stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $214.00, for a total value of $133,750.00. Following the transaction, the director directly owned 14,163 shares in the company, valued at approximately $3,030,882. This represents a 4.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,901,125 shares of company stock valued at $410,583,015 in the last ninety days. Insiders own 3.94% of the company’s stock.

About NVIDIA

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.