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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s NVIDIA NVDA Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$4.27M Buy
21,362
+2,399
+13% +$493K 1.15% 13
2026
Q1 		$3.31M Sell
18,963
-1,178
-6% -$216K 0.98% 16
2025
Q4 		$3.76M Buy
20,141
+3,693
+22% +$687K 1.11% 13
2025
Q3 		$3.07M Buy
16,448
+208
+1% +$36.3K 0.97% 19
2025
Q2 		$2.57M Sell
16,240
-290
-2% -$36.5K 0.86% 23
2025
Q1 		$1.79M Sell
16,530
-921
-5% -$117K 0.67% 27
2024
Q4 		$2.34M Buy
17,451
+158
+0.9% +$21.8K 0.94% 20
2024
Q3 		$2.1M Sell
17,293
-7,950
-31% -$939K 1.08% 16
2024
Q2 		$3.12M Sell
25,243
-947
-4% -$95.7K 1.79% 12
2024
Q1 		$2.37M Sell
26,190
-750
-3% -$54.4K 1.56% 15
2023
Q4 		$1.33M Sell
26,940
-470
-2% -$21.8K 0.84% 20
2023
Q3 		$1.19M Buy
27,410
+25,520
+1,350% +$1.14M 0.86% 23
2023
Q2 		$1.21M Sell
1,890
-28,230
-94% -$937K 0.9% 19
2023
Q1 		$837K Sell
30,120
-1,450
-5% -$31.4K 0.66% 23
2022
Q4 		$461K Buy
+31,570
New +$463K 0.4% 36

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s NVDA Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its NVIDIA (NVDA) stake by 13% in Q2 2026, buying an estimated $493K and bringing the position to 21,362 shares worth $4.27M. The position accounts for 1.15% of the portfolio, ranked #13.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in NVDA in Q4 2022 and has held it in 15 quarters since. 3,905 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 21,362 shares of NVIDIA worth $4.27M as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 2,399 NVIDIA shares in Q2 2026, an estimated $493K.
  • NVIDIA made up 1.15% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #13 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in NVIDIA in Q4 2022 and has held it in 15 quarters since.
  • 3,905 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.