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Fermata Advisors’s NVIDIA NVDA Stock Holding History

Fermata 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
Q3 		$8.8M Sell
38,550
-2,092
-5% -$449K 1.7% 11
2026
Q2 		$8.13M Buy
40,642
+1,895
+5% +$390K 1.64% 12
2026
Q1 		$6.76M Buy
38,747
+5,730
+17% +$1.05M 1.52% 14
2025
Q4 		$6.16M Buy
33,017
+14,812
+81% +$2.76M 1.48% 18
2025
Q3 		$3.4M Sell
18,205
-1,438
-7% -$251K 0.86% 37
2025
Q2 		$3.1M Sell
19,643
-10,608
-35% -$1.33M 0.83% 37
2025
Q1 		$3.28M Sell
30,251
-1,944
-6% -$246K 0.59% 42
2024
Q4 		$4.32M Sell
32,195
-474
-1% -$65.3K 0.81% 28
2024
Q3 		$3.97M Buy
32,669
+1,528
+5% +$180K 0.81% 32
2024
Q2 		$3.85M Buy
31,141
+7,731
+33% +$782K 0.88% 32
2024
Q1 		$2.12M Buy
23,410
+6,500
+38% +$471K 0.48% 50
2023
Q4 		$838K Buy
16,910
+2,340
+16% +$108K 0.2% 85
2023
Q3 		$634K Buy
+14,570
New +$653K 0.18% 91
2023
Q2 		– Sell
-7,970
Closed -$263K – 97
2023
Q1 		$263K Buy
+7,970
New +$172K 0.16% 88
2022
Q3 		– Sell
-14,190
Closed -$215K – 153
2022
Q2 		$215K Sell
14,190
-2,460
-15% -$46.4K 0.08% 144
2022
Q1 		$454K Buy
16,650
+2,090
+14% +$52.4K 0.17% 99
2021
Q4 		$428K Sell
14,560
-1,740
-11% -$47.9K 0.16% 101
2021
Q3 		$338K Buy
16,300
+2,340
+17% +$48.6K 0.15% 109
2021
Q2 		$279K Buy
+13,960
New +$224K 0.16% 109

Other funds holding NVDA

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Fermata Advisors's NVDA Position: Q3 2026 in Review

Fermata Advisors reduced its NVIDIA (NVDA) stake by 5.1% in Q3 2026, selling an estimated $449K and leaving 38,550 shares worth $8.8M. The position accounts for 1.7% of the portfolio, ranked #11.

Fermata Advisors first reported a position in NVDA in Q2 2021 and has held it in 19 quarters since. 355 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Fermata Advisors held 38,550 shares of NVIDIA worth $8.8M as of Q3 2026.
  • Fermata Advisors sold 2,092 NVIDIA shares in Q3 2026, an estimated $449K.
  • NVIDIA made up 1.7% of Fermata Advisors's portfolio in Q3 2026, its #11 holding.
  • Fermata Advisors first reported a position in NVIDIA in Q2 2021 and has held it in 19 quarters since.
  • 355 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.