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Perspective Wealth Advisors’s NVIDIA NVDA Stock Holding History

Perspective Wealth 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 		$611K Buy
3,504
+903
+35% +$166K 0.4% 41
2025
Q4 		$485K Buy
+2,601
New +$484K 0.35% 43

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

Perspective Wealth Advisors's NVDA Position: Q1 2026 in Review

Perspective Wealth Advisors increased its NVIDIA (NVDA) stake by 35% in Q1 2026, buying an estimated $166K and bringing the position to 3,504 shares worth $611K. The position accounts for 0.4% of the portfolio, ranked #41.

Perspective Wealth Advisors first reported a position in NVDA in Q4 2025 and has held it in 2 quarters since. 5,829 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Perspective Wealth Advisors held 3,504 shares of NVIDIA worth $611K as of Q1 2026.
  • Perspective Wealth Advisors bought 903 NVIDIA shares in Q1 2026, an estimated $166K.
  • NVIDIA made up 0.4% of Perspective Wealth Advisors's portfolio in Q1 2026, its #41 holding.
  • Perspective Wealth Advisors first reported a position in NVIDIA in Q4 2025 and has held it in 2 quarters since.
  • 5,829 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Perspective Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.