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AGH Wealth Advisors’s NVIDIA NVDA Stock Holding History

AGH 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 		$5.65M Buy
32,412
+2,464
+8% +$452K 4.16% 5
2025
Q4 		$5.59M Buy
29,948
+106
+0.4% +$19.7K 4.2% 7
2025
Q3 		$5.57M Sell
29,842
-1,962
-6% -$342K 4.08% 6
2025
Q2 		$5.02M Buy
31,804
+986
+3% +$124K 4.14% 7
2025
Q1 		$3.34M Sell
30,818
-687
-2% -$87.1K 3.22% 8
2024
Q4 		$4.23M Buy
+31,505
New +$4.34M 3.92% 6

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

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

AGH Wealth Advisors increased its NVIDIA (NVDA) stake by 8.2% in Q1 2026, buying an estimated $452K and bringing the position to 32,412 shares worth $5.65M. The position accounts for 4.16% of the portfolio, ranked #5.

AGH Wealth Advisors first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • AGH Wealth Advisors held 32,412 shares of NVIDIA worth $5.65M as of Q1 2026.
  • AGH Wealth Advisors bought 2,464 NVIDIA shares in Q1 2026, an estimated $452K.
  • NVIDIA made up 4.16% of AGH Wealth Advisors's portfolio in Q1 2026, its #5 holding.
  • AGH Wealth Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.