Adapt Wealth Advisors’s NVIDIA NVDA Stock Holding History

Adapt Wealth Advisors’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	$4.52M	Sell	25,901 -268	-1%	-$49.2K	1.64%	15
2025 Q4	$4.88M	Sell	26,169 -804	-3%	-$150K	1.68%	15
2025 Q3	$5.03M	Buy	26,973 +19,113	+243%	+$3.33M	1.86%	13
2025 Q2	$1.24M	Sell	7,860 -5	-0.1%	-$629	0.56%	27
2025 Q1	$852K	Sell	7,865 -1,055	-12%	-$134K	0.42%	32
2024 Q4	$1.2M	Sell	8,920 -620	-6%	-$85.5K	0.59%	31
2024 Q3	$1.16M	Sell	9,540 -200	-2%	-$23.6K	0.62%	30
2024 Q2	$1.2M	Buy	9,740 +3,740	+62%	+$378K	0.75%	29
2024 Q1	$542K	Buy	+6,000	New	+$435K	0.39%	34

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

Adapt Wealth Advisors's NVDA Position: Q1 2026 in Review

Adapt Wealth Advisors reduced its NVIDIA (NVDA) stake by 1% in Q1 2026, selling an estimated $49.2K and leaving 25,901 shares worth $4.52M. The position accounts for 1.64% of the portfolio, ranked #15.

Adapt Wealth Advisors first reported a position in NVDA in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.03M in Q3 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Adapt Wealth Advisors held 25,901 shares of NVIDIA worth $4.52M as of Q1 2026.
Adapt Wealth Advisors sold 268 NVIDIA shares in Q1 2026, an estimated $49.2K.
NVIDIA made up 1.64% of Adapt Wealth Advisors's portfolio in Q1 2026, its #15 holding.
Adapt Wealth Advisors first reported a position in NVIDIA in Q1 2024 and has held it in 9 quarters since.
Adapt Wealth Advisors's NVIDIA position peaked at $5.03M in Q3 2025.
5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.