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PENSION & WEALTH MANAGEMENT ADVISORS, INC. → NVDA
PENSION & WEALTH MANAGEMENT ADVISORS, INC. NVDA Position History
NVIDIA Corporation
Quarters held
16
Latest value
$7.1M
Q3 2026
Peak value
$7.1M
First seen
Q4 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2022 | $461K |
| Q1 2023 | $837K |
| Q2 2023 | $1.2M |
| Q3 2023 | $1.2M |
| Q4 2023 | $1.3M |
| Q1 2024 | $2.4M |
| Q2 2024 | $3.1M |
| Q3 2024 | $2.1M |
| Q4 2024 | $2.3M |
| Q1 2025 | $1.8M |
| Q2 2025 | $2.6M |
| Q3 2025 | $3.1M |
| Q4 2025 | $3.8M |
| Q1 2026 | $3.3M |
| Q2 2026 | $4.3M |
| Q3 2026 | $7.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.1M | 31.1K | — | — |
| Q2 2026 | $4.3M | 21.4K | — | — |
| Q1 2026 | $3.3M | 19.0K | — | — |
| Q4 2025 | $3.8M | 20.1K | — | — |
| Q3 2025 | $3.1M | 16.4K | — | — |
| Q2 2025 | $2.6M | 16.2K | — | — |
| Q1 2025 | $1.8M | 16.5K | — | — |
| Q4 2024 | $2.3M | 17.5K | — | — |
| Q3 2024 | $2.1M | 17.3K | — | — |
| Q2 2024 | $3.1M | 25.2K | — | — |
| Q1 2024 | $2.4M | 2.6K | — | — |
| Q4 2023 | $1.3M | 2.7K | — | — |
| Q3 2023 | $1.2M | 2.7K | — | — |
| Q2 2023 | $1.2M | 189 | — | — |
| Q1 2023 | $837K | 3.0K | — | — |
| Q4 2022 | $461K | 3.2K | — | — |
Other funds holding NVDA
$378B
$371.5B
$334.2B
$225.3B
$202B
$202B
$184.9B
$182.9B
Other PENSION & WEALTH MANAGEMENT ADVISORS, INC. positions
FIS
$30.2MFIDELITY TOTAL BOND ETF
FIS
$27.4MFIDELITY TOTAL BOND ETF
STT-PG
$27.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
FIS
$26.9MFIDELITY TOTAL BOND ETF
FIS
$26.8MFIDELITY TOTAL BOND ETF
STT-PG
$26.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF