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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
Q2 		$6.93M Sell
34,616
-1,305
-4% -$268K 2.19% 11
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Powell Investment Advisors's NVDA Position: Q2 2026 in Review

Powell Investment Advisors reduced its NVIDIA (NVDA) stake by 3.6% in Q2 2026, selling an estimated $268K and leaving 34,616 shares worth $6.93M. The position accounts for 2.19% of the portfolio, ranked #11.

Powell Investment Advisors first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. 5,979 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Powell Investment Advisors held 34,616 shares of NVIDIA worth $6.93M as of Q2 2026.
  • Powell Investment Advisors sold 1,305 NVIDIA shares in Q2 2026, an estimated $268K.
  • NVIDIA made up 2.19% of Powell Investment Advisors's portfolio in Q2 2026, its #11 holding.
  • Powell Investment Advisors first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
  • 5,979 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.