Advisor OS’s NVIDIA NVDA Stock Holding History

Advisor OS’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
2024 Q4	–	Sell	-200	Closed	-$3.58K	–	441
2024 Q3	$3.58K	Buy	+200	New	+$23.6K	﹤0.01%	408

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

Advisor OS's NVDA Position: Q1 2026 in Review

Advisor OS increased its NVIDIA (NVDA) stake by 4.8% in Q1 2026, buying an estimated $1.24M and bringing the position to 147,806 shares worth $25.8M. The position accounts for 1.87% of the portfolio, ranked #11.

Advisor OS first reported a position in NVDA in Q2 2021 and has held it in 20 quarters since. The position peaked at $27.1M in Q3 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Advisor OS held 147,806 shares of NVIDIA worth $25.8M as of Q1 2026.
Advisor OS bought 6,784 NVIDIA shares in Q1 2026, an estimated $1.24M.
NVIDIA made up 1.87% of Advisor OS's portfolio in Q1 2026, its #11 holding.
Advisor OS first reported a position in NVIDIA in Q2 2021 and has held it in 20 quarters since.
Advisor OS's NVIDIA position peaked at $27.1M in Q3 2025.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.