Primoris Wealth Advisors
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Primoris Wealth Advisors’s NVIDIA NVDA Stock Holding History

Primoris 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
Q3 		$5.02M Sell
21,989
-740
-3% -$159K 2.34% 13
2026
Q2 		$4.55M Buy
22,729
+185
+0.8% +$38K 2.07% 12
2026
Q1 		$3.93M Sell
22,544
-2,835
-11% -$520K 2.75% 13
2025
Q4 		$4.73M Sell
25,379
-944
-4% -$176K 2.83% 9
2025
Q3 		$4.91M Buy
26,323
+747
+3% +$130K 3.12% 8
2025
Q2 		$4.04M Buy
25,576
+1,803
+8% +$227K 2.76% 10
2025
Q1 		$2.58M Sell
23,773
-8,985
-27% -$1.14M 1.99% 16
2024
Q4 		$4.4M Sell
32,758
-2,615
-7% -$360K 3.35% 8
2024
Q3 		$4.44M Sell
35,373
-8,517
-19% -$1.01M 3.22% 7
2024
Q2 		$5.42M Sell
43,890
-4,800
-10% -$485K 4.33% 4
2024
Q1 		$4.4M Sell
48,690
-17,700
-27% -$1.28M 3.51% 5
2023
Q4 		$3.29M Sell
66,390
-150
-0.2% -$6.95K 3.1% 8
2023
Q3 		$2.89M Sell
66,540
-2,250
-3% -$101K 3.5% 8
2023
Q2 		$2.91M Sell
68,790
-17,760
-21% -$590K 3.19% 10
2023
Q1 		$2.4M Sell
86,550
-10,670
-11% -$231K 2.96% 9
2022
Q4 		$1.42M Sell
97,220
-82,270
-46% -$1.21M 2.19% 15
2022
Q3 		$2.18M Sell
179,490
-40,820
-19% -$645K 3.88% 7
2022
Q2 		$3.34M Sell
220,310
-17,810
-7% -$336K 4.8% 4
2022
Q1 		$6.5M Buy
238,120
+61,980
+35% +$1.55M 6.06% 2
2021
Q4 		$5.2M Buy
+176,140
New +$4.85M 4.19% 2

Other funds holding NVDA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Primoris Wealth Advisors's NVDA Position: Q3 2026 in Review

Primoris Wealth Advisors reduced its NVIDIA (NVDA) stake by 3.3% in Q3 2026, selling an estimated $159K and leaving 21,989 shares worth $5.02M. The position accounts for 2.34% of the portfolio, ranked #13.

Primoris Wealth Advisors first reported a position in NVDA in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.5M in Q1 2022. 4,182 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Primoris Wealth Advisors held 21,989 shares of NVIDIA worth $5.02M as of Q3 2026.
  • Primoris Wealth Advisors sold 740 NVIDIA shares in Q3 2026, an estimated $159K.
  • NVIDIA made up 2.34% of Primoris Wealth Advisors's portfolio in Q3 2026, its #13 holding.
  • Primoris Wealth Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 20 quarters since.
  • Primoris Wealth Advisors's NVIDIA position peaked at $6.5M in Q1 2022.
  • 4,182 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Primoris Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.