Powell Investment Advisors’s NVIDIA NVDA Stock Holding History

Powell 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	$6.26M	Sell	35,921 -268	-0.7%	-$49.2K	2.16%	11
2025 Q4	$6.75M	Buy	36,189 +1	+0%	+$186	2.32%	11
2025 Q3	$6.75M	Buy	36,188 +2,880	+9%	+$502K	2.36%	10
2025 Q2	$5.26M	Sell	33,308 -13,153	-28%	-$1.66M	1.97%	12
2025 Q1	$5.04M	Buy	46,461 +28,189	+154%	+$3.57M	2.47%	10
2024 Q4	$2.45M	Buy	18,272 +1,848	+11%	+$255K	1.14%	14
2024 Q3	$1.99M	Buy	16,424 +4,639	+39%	+$548K	0.93%	18
2024 Q2	$1.46M	Buy	11,785 +665	+6%	+$67.2K	0.75%	23
2024 Q1	$1.01M	Buy	11,120 +1,910	+21%	+$138K	0.53%	30
2023 Q4	$456K	Sell	9,210 -990	-10%	-$45.9K	0.25%	63
2023 Q3	$444K	Buy	10,200 +5,330	+109%	+$239K	0.27%	63
2023 Q2	$206K	Buy	+4,870	New	+$162K	0.12%	100

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

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

Powell Investment Advisors reduced its NVIDIA (NVDA) stake by 0.74% in Q1 2026, selling an estimated $49.2K and leaving 35,921 shares worth $6.26M. The position accounts for 2.16% of the portfolio, ranked #11.

Powell Investment Advisors first reported a position in NVDA in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.75M in Q3 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Powell Investment Advisors held 35,921 shares of NVIDIA worth $6.26M as of Q1 2026.
Powell Investment Advisors sold 268 NVIDIA shares in Q1 2026, an estimated $49.2K.
NVIDIA made up 2.16% of Powell Investment Advisors's portfolio in Q1 2026, its #11 holding.
Powell Investment Advisors first reported a position in NVIDIA in Q2 2023 and has held it in 12 quarters since.
Powell Investment Advisors's NVIDIA position peaked at $6.75M in Q3 2025.
5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.