PERRYMAN FINANCIAL ADVISORY INC /AD NVDA β€” NVIDIA CORPORATION

Ownership history in PERRYMAN FINANCIAL ADVISORY INC /AD  Β·  2 quarters on record

AI Ownership Summary

PERRYMAN FINANCIAL ADVISORY INC /AD reported NVIDIA CORPORATION (NVDA) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 11.69% in 2025 Q4. The latest visible filing shows NVDA at 10.79% 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 PERRYMAN FINANCIAL ADVISORY INC /AD'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 10.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.69% 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
2025 Q4 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.

How PERRYMAN FINANCIAL ADVISORY INC /AD held NVDA β€” position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 412,808 -14,312 -3.4% 10.79% $72.0M 2026-04-24 $208.27
2025 Q4 INITIATED β€” β€” β€” 427,120 β€” β€” 11.69% $79.7M 2026-02-13 $182.80

FAQ About PERRYMAN FINANCIAL ADVISORY INC /AD and NVDA

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

How long has PERRYMAN FINANCIAL ADVISORY INC /AD reported owning NVDA?

PERRYMAN FINANCIAL ADVISORY INC /AD reported NVDA across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported NVDA position in PERRYMAN FINANCIAL ADVISORY INC /AD's portfolio?

The largest reported portfolio weight for NVDA was 11.69% in 2025 Q4.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2026 Q1, when PERRYMAN FINANCIAL ADVISORY INC /AD reported 412,808 shares, equal to 10.79% of portfolio, with an estimated market value of $72.0M.

What does the chart on this NVDA ownership page compare?

The chart compares PERRYMAN FINANCIAL ADVISORY INC /AD'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.

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