1832 Asset Management’s NVIDIA NVDA Stock Holding History

1832 Asset Management’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	$570M	Buy	+3,270,500	New	+$600M	0.52%	35
2025 Q3	–	Sell	-7,440,500	Closed	-$1.18B	–	704
2025 Q2	$1.18B	Buy	7,440,500 +3,960,500	+114%	+$498M	0.92%	9
2025 Q1	$377M	Buy	+3,480,000	New	+$441M	0.34%	39

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1832 Asset Management's NVDA Position: Q1 2026 in Review

1832 Asset Management increased its NVIDIA (NVDA) stake by 33% in Q1 2026, buying an estimated $429M and bringing the position to 9,466,648 shares worth $1.65B. The position accounts for 1.52% of the portfolio, ranked #8.

1832 Asset Management first reported a position in NVDA in Q2 2016 and has held it in 40 quarters since. The position peaked at $1.65B in Q2 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

1832 Asset Management held 9,466,648 shares of NVIDIA worth $1.65B as of Q1 2026.
1832 Asset Management bought 2,336,847 NVIDIA shares in Q1 2026, an estimated $429M.
NVIDIA made up 1.52% of 1832 Asset Management's portfolio in Q1 2026, its #8 holding.
1832 Asset Management first reported a position in NVIDIA in Q2 2016 and has held it in 40 quarters since.
1832 Asset Management's NVIDIA position peaked at $1.65B in Q2 2025.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on 1832 Asset Management's 13F filing for Q1 2026, filed 14 May 2026.