After Jensen Huang’s exit, what top financial advisors are doing with Nvidia: Exclusive CNBC poll

Shares of Nvidia continued to slide after the market open on Friday after declining 4% on Thursday following news of co-founder Jensen Huang's resignation as chief executive, amid reports about his personal relationships and national security concerns. The news has raised questions for investors about what comes next for a company at the center of the artificial intelligence boom.

To gauge how wealth managers are responding, CNBC polled members of its Financial Advisor 100 and Financial Advisor Council. Thirty of the 122 firms and professionals contacted responded to the online, multiple-choice flash poll, conducted between 11 a.m. and 5 p.m. EST on Nov. 12. The poll is a snapshot of respondents' views, not a measure of all financial advisors.

Most advisors polled are holding steady

Most respondents, 19, said they are holding their Nvidia positions steady. Another four said they are increasing their stake, while seven said they do not own the stock. None said they were selling at the time of the poll.

"Most of our clients are in a position to hold; the reason is because it makes up a smaller percentage of an overall diversified portfolio," Winnie Sun, managing director and founding partner of Irvine, California-based Sun Group Wealth Partners, said in an interview. Sun is a member of the CNBC Financial Advisor Council.

In open responses, several advisors wrote that they are taking a "wait-and-see" approach before changing their investment strategy with Nvidia and are telling their clients to do the same.

"Don't react to short-term headlines," wrote certified financial planner Peyton Jamison, president of Jamison Private Wealth Management in Alpharetta, Georgia. "The company's valuation is extremely attractive, and the focus should remain on its underlying fundamentals and long-term investment potential." His firm is ranked No. 78 on the 2026 CNBC Financial Advisor 100 list.

What would change advisors' positions

Asked what factors could change their approach to Nvidia, 13 respondents cited the outlook for AI demand, 11 pointed to valuation, and 10 mentioned company leadership or governance. Some said the decision depends on the client, with eight citing risk tolerance and seven mentioning portfolio concentration. Seven said they do not expect to change their approach.

Nvidia is scheduled to report its third-quarter fiscal 2027 financial results Tuesday, after the market close. In poll remarks, advisors said the company's fiscal third-quarter earnings will help determine their course of action.

Advisors said that for investors, what to do may depend on how much Nvidia stock they already own, when they expect to need the money and how comfortable they are with volatility.

"If this is a company that's going to keep you up at night and you just feel really uncomfortable with these unknown risks, then there was always the option to sell and move that capital to another stock or another portfolio," Sun said.

How investors can check Nvidia exposure

Nvidia exposure can also come through mutual funds and ETFs. Nvidia's large market value makes it a significant holding in many broad-market funds, including funds that track the S&P 500, as well as target-date funds in retirement-plan options.

Investors can check their Nvidia exposure by reviewing the fact sheets for the funds in their 401(k) or brokerage accounts, which typically list a fund's largest holdings. A stock's decline does not translate one-for-one into a fund's decline.

However, investors with dedicated technology, semiconductor or growth funds may have more Nvidia exposure than they realize, advisors say.

"Nvidia is a big part of virtually everyone's portfolio whether they take an active or passive index approach," wrote Andy Pratt, a partner and director of investment strategy at Burney Wealth Management in Reston, Virginia, which is ranked No. 34 on the 2026 CNBC Financial Advisor 100 list.

He said he advises clients not to overreact to short-term news and to let the dust settle before making decisions.

— CNBC's Stephanie Dhue contributed reporting to this article.