Panoramic Investment Advisors’s NVIDIA NVDA Stock Holding History

Panoramic Investment 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 Q1	$2.52M	Sell	14,468 -705	-5%	-$129K	1.36%	21
2025 Q4	$2.83M	Buy	15,173 +439	+3%	+$81.7K	1.54%	18
2025 Q3	$2.75M	Buy	14,734 +2,092	+17%	+$365K	1.55%	20
2025 Q2	$2M	Buy	12,642 +1,176	+10%	+$148K	1.23%	26
2025 Q1	$1.24M	Buy	11,466 +2,536	+28%	+$321K	0.84%	38
2024 Q4	$1.2M	Buy	8,930 +2,875	+47%	+$396K	0.78%	38
2024 Q3	$735K	Buy	+6,055	New	+$715K	0.51%	46
2024 Q1	$468K	Sell	5,180 -270	-5%	-$19.6K	0.35%	64
2023 Q4	$270K	Buy	+5,450	New	+$253K	0.23%	87

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Panoramic Investment Advisors's NVDA Position: Q1 2026 in Review

Panoramic Investment Advisors reduced its NVIDIA (NVDA) stake by 4.6% in Q1 2026, selling an estimated $129K and leaving 14,468 shares worth $2.52M. The position accounts for 1.36% of the portfolio, ranked #21.

Panoramic Investment Advisors first reported a position in NVDA in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.83M in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Panoramic Investment Advisors held 14,468 shares of NVIDIA worth $2.52M as of Q1 2026.
Panoramic Investment Advisors sold 705 NVIDIA shares in Q1 2026, an estimated $129K.
NVIDIA made up 1.36% of Panoramic Investment Advisors's portfolio in Q1 2026, its #21 holding.
Panoramic Investment Advisors first reported a position in NVIDIA in Q4 2023 and has held it in 9 quarters since.
Panoramic Investment Advisors's NVIDIA position peaked at $2.83M in Q4 2025.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.