Concurrent Investment Advisors, LLC NVDA — NVIDIA CORPORATION

Ownership history in Concurrent Investment Advisors, LLC  ·  23 quarters on record

AI Ownership Summary

Concurrent Investment Advisors, LLC reported NVIDIA CORPORATION (NVDA) in 23 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 2.93% in 2025 Q4. The latest visible filing shows NVDA at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NVDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Concurrent Investment Advisors, LLC's position in NVIDIA CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NVDA was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.93% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NVDA stock page Concurrent Investment Advisors, LLC fund profile Concurrent Investment Advisors, LLC full holdings
How Concurrent Investment Advisors, LLC held NVDA — position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 23 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 4,600 -1,364,139 -99.7% 0.01% $802K 2026-04-21 $199.88
2026 Q1 ADDED — — — 1,368,739 +1,367,339 +97667.1% 2.60% $238.7M 2026-04-21 $199.88
2025 Q4 REDUCED 99.9% -6.5% ✅ 1,400 -1,375,891 -99.9% 0.00% $261K 2026-01-29 $192.50
2025 Q4 ADDED — — — 1,377,291 +1,372,891 +31202.1% 2.93% $256.9M 2026-01-29 $192.50
2025 Q3 ADDED — — — 4,400 +4,300 +4300.0% 0.01% $821K 2025-10-27 $191.47
2025 Q3 REDUCED 100.0% +0.9% ❌ 100 -767,153 -100.0% 0.00% $19K 2025-10-27 $191.47
2025 Q3 ADDED — — — 767,253 +760,253 +10860.8% 2.46% $143.2M 2025-10-27 $191.47
2025 Q2 ADDED — — — 7,000 +6,700 +2233.3% 0.02% $1.1M 2025-07-25 $173.47
2025 Q2 REDUCED 100.0% +15.1% ❌ 300 -712,717 -100.0% 0.00% $47K 2025-07-25 $173.47
2025 Q2 ADDED — — — 713,017 +701,017 +5841.8% 2.18% $112.6M 2025-07-25 $173.47
2025 Q1 REDUCED 98.2% +45.8% ❌ 12,000 -653,424 -98.2% 0.03% $1.3M 2025-04-29 $108.99
2025 Q1 ADDED — — — 665,424 +662,824 +25493.2% 1.75% $72.1M 2025-04-29 $108.99
2024 Q4 REDUCED 76.4% -19.3% ✅ 2,600 -8,400 -76.4% 0.01% $350K 2025-02-03 $116.62
2024 Q4 REDUCED 98.2% -19.3% ✅ 11,000 -592,541 -98.2% 0.04% $1.5M 2025-02-03 $116.62
2024 Q4 ADDED — — — 603,541 +597,041 +9185.2% 2.18% $81.0M 2025-02-03 $116.62
2024 Q3 ADDED — — — 6,500 +5,300 +441.7% 0.02% $789K 2024-10-30 $139.28
2024 Q3 REDUCED 99.8% +13.2% ❌ 1,200 -569,652 -99.8% 0.00% $146K 2024-10-30 $139.28
2024 Q3 ADDED — — — 570,852 +50,439 +9.7% 2.05% $69.3M 2024-10-30 $139.28
2024 Q2 ADDED — — — 520,413 +515,113 +9719.1% 2.11% $64.3M 2024-07-30 $103.68
2024 Q2 REDUCED 79.6% -1.7% ✅ 5,300 -20,700 -79.6% 0.02% $655K 2024-07-30 $103.68
2024 Q2 REDUCED 36.9% -1.7% ✅ 26,000 -15,180 -36.9% 0.11% $3.2M 2024-07-30 $103.68
2024 Q1 ADDED — — — 41,180 +41,080 +41080.0% 1.50% $37.2M 2024-05-07 $90.50
2024 Q1 INITIATED — — — 100 — — 0.00% $90K 2024-05-07 $90.50

🏢 Other funds also holding NVDA

As of 2026 Q1 — sorted by position size

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FAQ About Concurrent Investment Advisors, LLC and NVDA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Concurrent Investment Advisors, LLC reported owning NVDA?

Concurrent Investment Advisors, LLC reported NVDA across 23 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported NVDA position in Concurrent Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for NVDA was 2.93% in 2025 Q4.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2026 Q1, when Concurrent Investment Advisors, LLC reported 4,600 shares, equal to 0.01% of portfolio, with an estimated market value of $802K.

What does the chart on this NVDA ownership page compare?

The chart compares Concurrent Investment Advisors, LLC's quarterly NVDA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Concurrent Investment Advisors, LLC time their NVDA position?

Based on 13F filing dates vs. subsequent NVDA price moves, Concurrent Investment Advisors, LLC correctly timed 11 out of 22 reported position changes (50%).

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