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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
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 		$2.17M 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

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

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

Primoris Wealth Advisors reduced its NVIDIA (NVDA) stake by 11% in Q1 2026, selling an estimated $520K and leaving 22,544 shares worth $3.93M. The position accounts for 2.75% of the portfolio, ranked #13.

Primoris Wealth Advisors first reported a position in NVDA in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.5M in Q1 2022. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Primoris Wealth Advisors held 22,544 shares of NVIDIA worth $3.93M as of Q1 2026.
  • Primoris Wealth Advisors sold 2,835 NVIDIA shares in Q1 2026, an estimated $520K.
  • NVIDIA made up 2.75% of Primoris Wealth Advisors's portfolio in Q1 2026, its #13 holding.
  • Primoris Wealth Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 18 quarters since.
  • Primoris Wealth Advisors's NVIDIA position peaked at $6.5M in Q1 2022.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.