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Pathway Financial Advisers’s NVIDIA NVDA Stock Holding History

Pathway Financial Advisers’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 		$4.44M Buy
25,443
+1,669
+7% +$306K 1.25% 23
2025
Q4 		$4.43M Buy
23,774
+389
+2% +$72.4K 1.29% 22
2025
Q3 		$4.35M Buy
23,385
+7,970
+52% +$1.39M 1.27% 22
2025
Q2 		$2.44M Buy
15,415
+1,046
+7% +$132K 0.79% 42
2025
Q1 		$1.56M Buy
14,369
+591
+4% +$74.9K 0.53% 63
2024
Q4 		$1.85M Sell
13,778
-58
-0.4% -$7.99K 0.62% 53
2024
Q3 		$1.68M Sell
13,836
-223
-2% -$26.3K 0.76% 42
2024
Q2 		$1.73M Buy
14,059
+29
+0.2% +$2.93K 0.62% 54
2024
Q1 		$1.27M Sell
14,030
-1,120
-7% -$81.2K 0.46% 71
2023
Q4 		$750K Sell
15,150
-620
-4% -$28.7K 0.29% 99
2023
Q3 		$686K Buy
+15,770
New +$707K 0.28% 94
2023
Q1 		$511K Buy
18,390
+610
+3% +$13.2K 0.21% 116
2022
Q4 		$260K Buy
+17,780
New +$261K 0.11% 147

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pathway Financial Advisers's NVDA Position: Q1 2026 in Review

Pathway Financial Advisers increased its NVIDIA (NVDA) stake by 7% in Q1 2026, buying an estimated $306K and bringing the position to 25,443 shares worth $4.44M. The position accounts for 1.25% of the portfolio, ranked #23.

Pathway Financial Advisers first reported a position in NVDA in Q4 2022 and has held it in 13 quarters since. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Pathway Financial Advisers held 25,443 shares of NVIDIA worth $4.44M as of Q1 2026.
  • Pathway Financial Advisers bought 1,669 NVIDIA shares in Q1 2026, an estimated $306K.
  • NVIDIA made up 1.25% of Pathway Financial Advisers's portfolio in Q1 2026, its #23 holding.
  • Pathway Financial Advisers first reported a position in NVIDIA in Q4 2022 and has held it in 13 quarters since.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Pathway Financial Advisers's 13F filing for Q1 2026, filed 23 Apr 2026.