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Able Wealth Management’s NVIDIA NVDA Stock Holding History

Able Wealth 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 		$1.48M Buy
8,659
+1,683
+24% +$309K 0.4% 48
2025
Q4 		$1.26M Buy
6,976
+1,662
+31% +$309K 0.4% 44
2025
Q3 		$991K Buy
5,314
+3,043
+134% +$530K 0.37% 47
2025
Q2 		$359K Sell
2,271
-12
-0.5% -$1.51K 0.18% 78
2025
Q1 		$247K Sell
2,283
-106
-4% -$13.4K 0.15% 87
2024
Q4 		$321K Buy
+2,389
New +$329K 0.21% 71
2024
Q1 		– Sell
-650
Closed -$32.2K – 412
2023
Q4 		$32.2K Buy
+650
New +$30.1K 0.03% 165

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

Able Wealth Management's NVDA Position: Q1 2026 in Review

Able Wealth Management increased its NVIDIA (NVDA) stake by 24% in Q1 2026, buying an estimated $309K and bringing the position to 8,659 shares worth $1.48M. The position accounts for 0.4% of the portfolio, ranked #48.

Able Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 7 quarters since. 5,829 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Able Wealth Management held 8,659 shares of NVIDIA worth $1.48M as of Q1 2026.
  • Able Wealth Management bought 1,683 NVIDIA shares in Q1 2026, an estimated $309K.
  • NVIDIA made up 0.4% of Able Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Able Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 7 quarters since.
  • 5,829 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.