Pathway Financial Advisors’s NVIDIA NVDA Stock Holding History

Pathway Financial 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 Q2	$1.71M	Sell	8,784 -509	-5%	-$105K	0.2%	49
2026 Q1	$1.65M	Sell	9,293 -160	-2%	-$29.4K	0.2%	48
2025 Q4	$1.77M	Sell	9,453 -1,229	-12%	-$229K	0.22%	44
2025 Q3	$1.99M	Sell	10,682 -11,689	-52%	-$2.04M	0.27%	41
2025 Q2	$3.53M	Buy	22,371 +416	+2%	+$52.4K	0.52%	26
2025 Q1	$2.38M	Sell	21,955 -308	-1%	-$39K	0.43%	31
2024 Q4	$2.99M	Sell	22,263 -1,000	-4%	-$138K	0.69%	22
2024 Q3	$2.83M	Sell	23,263 -279	-1%	-$33K	0.73%	21
2024 Q2	$2.91M	Buy	23,542 +522	+2%	+$52.8K	0.79%	21
2024 Q1	$2.08M	Sell	23,020 -550	-2%	-$39.9K	0.56%	27
2023 Q4	$1.17M	Hold	23,570	–	–	0.34%	38
2023 Q3	$1.03M	Buy	23,570 +1,500	+7%	+$67.2K	0.35%	36
2023 Q2	$934K	Buy	22,070 +540	+3%	+$17.9K	0.3%	38
2023 Q1	$598K	Hold	21,530	–	–	0.2%	55
2022 Q4	$315K	Sell	21,530 -340	-2%	-$4.99K	0.1%	90
2022 Q3	$265K	Sell	21,870 -3,000	-12%	-$47.4K	0.09%	104
2022 Q2	$377K	Buy	24,870 +120	+0.5%	+$2.27K	0.16%	75
2022 Q1	$675K	Buy	24,750 +3,000	+14%	+$75.2K	0.25%	49
2021 Q4	$533K	Buy	+21,750	New	+$598K	0.19%	59
2021 Q1	$328K	Hold	22,480	–	–	0.13%	87
2020 Q4	$308K	Hold	22,480	–	–	0.13%	79
2020 Q3	$306K	Hold	22,480	–	–	0.12%	73
2020 Q2	$214K	Buy	+22,480	New	+$182K	0.06%	90
2020 Q1	–	Sell	-39,480	Closed	-$245K	–	110
2019 Q4	$245K	Hold	39,480	–	–	0.07%	107
2019 Q3	$205K	Buy	+39,480	New	+$166K	0.06%	105
2018 Q3	–	Sell	-41,680	Closed	-$247K	–	273
2018 Q2	$247K	Hold	41,680	–	–	0.15%	76
2018 Q1	$241K	Sell	41,680 -240	-0.6%	-$1.41K	0.14%	75
2017 Q4	$203K	Buy	+41,920	New	+$208K	0.12%	89

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Pathway Financial Advisors's NVDA Position: Q2 2026 in Review

Pathway Financial Advisors reduced its NVIDIA (NVDA) stake by 5.5% in Q2 2026, selling an estimated $105K and leaving 8,784 shares worth $1.71M. The position accounts for 0.2% of the portfolio, ranked #49.

Pathway Financial Advisors first reported a position in NVDA in Q4 2017 and has held it in 28 quarters since. The position peaked at $3.53M in Q2 2025. 1,080 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Pathway Financial Advisors held 8,784 shares of NVIDIA worth $1.71M as of Q2 2026.
Pathway Financial Advisors sold 509 NVIDIA shares in Q2 2026, an estimated $105K.
NVIDIA made up 0.2% of Pathway Financial Advisors's portfolio in Q2 2026, its #49 holding.
Pathway Financial Advisors first reported a position in NVIDIA in Q4 2017 and has held it in 28 quarters since.
Pathway Financial Advisors's NVIDIA position peaked at $3.53M in Q2 2025.
1,080 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.