Perennial Investment Advisors’s NVIDIA NVDA Stock Holding History

Perennial 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	–	Sell	-200	Closed	-$37.3K	–	550
2025 Q4	$37.3K	Sell	200 -2,400	-92%	-$447K	﹤0.01%	500
2025 Q3	$485K	Sell	2,600 -600	-19%	-$105K	0.04%	275
2025 Q2	$506K	Buy	+3,200	New	+$403K	0.05%	261
2025 Q1	–	Sell	-2,500	Closed	-$336K	–	459
2024 Q4	$336K	Buy	2,500 +1,400	+127%	+$193K	0.04%	276
2024 Q3	$134K	Buy	+1,100	New	+$130K	0.02%	380
2023 Q4	–	Sell	-11,000	Closed	-$478K	–	369
2023 Q3	$478K	Hold	11,000	–	–	0.09%	179
2023 Q2	$465K	Buy	11,000 +8,000	+267%	+$266K	0.08%	186
2023 Q1	$83.3K	Buy	+3,000	New	+$64.9K	0.02%	340

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Perennial Investment Advisors reduced its NVIDIA (NVDA) stake by 4.9% in Q1 2026, selling an estimated $2.98M and leaving 318,535 shares worth $55.6M. The position accounts for 4.43% of the portfolio, ranked #1.

Perennial Investment Advisors first reported a position in NVDA in Q4 2019 and has held it in 26 quarters since. The position peaked at $64.1M in Q3 2025. 5,842 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Perennial Investment Advisors held 318,535 shares of NVIDIA worth $55.6M as of Q1 2026.
Perennial Investment Advisors sold 16,237 NVIDIA shares in Q1 2026, an estimated $2.98M.
NVIDIA made up 4.43% of Perennial Investment Advisors's portfolio in Q1 2026, its #1 holding.
Perennial Investment Advisors first reported a position in NVIDIA in Q4 2019 and has held it in 26 quarters since.
Perennial Investment Advisors's NVIDIA position peaked at $64.1M in Q3 2025.
5,842 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.