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Alaethes Wealth’s NVIDIA NVDA Stock Holding History

Alaethes Wealth’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 		$12.2M Buy
70,023
+465
+0.7% +$85.3K 3.48% 4
2025
Q4 		$13M Sell
69,558
-1,529
-2% -$285K 3.65% 4
2025
Q3 		$13.3M Sell
71,087
-7,128
-9% -$1.24M 3.76% 4
2025
Q2 		$12.4M Buy
78,215
+15
+0% +$1.89K 3.69% 3
2025
Q1 		$8.48M Buy
78,200
+519
+0.7% +$65.8K 3.1% 5
2024
Q4 		$10.4M Sell
77,681
-2,072
-3% -$286K 3.73% 4
2024
Q3 		$9.69M Sell
79,753
-4,426
-5% -$523K 3.57% 5
2024
Q2 		$10.4M Sell
84,179
-1,171
-1% -$118K 4.3% 3
2024
Q1 		$7.71M Sell
85,350
-7,110
-8% -$515K 3.37% 5
2023
Q4 		$4.58M Sell
92,460
-2,600
-3% -$120K 2.17% 7
2023
Q3 		$4.14M Buy
95,060
+4,980
+6% +$223K 2.27% 7
2023
Q2 		$3.81M Sell
90,080
-14,200
-14% -$471K 2.09% 6
2023
Q1 		$2.9M Buy
104,280
+12,280
+13% +$266K 1.7% 6
2022
Q4 		$1.34M Buy
92,000
+4,300
+5% +$63.1K 0.92% 44
2022
Q3 		$1.06M Buy
87,700
+4,480
+5% +$70.8K 0.78% 48
2022
Q2 		$1.26M Buy
83,220
+1,140
+1% +$21.5K 0.94% 31
2022
Q1 		$2.24M Buy
82,080
+8,410
+11% +$211K 1.42% 10
2021
Q4 		$2.17M Sell
73,670
-3,980
-5% -$110K 1.36% 15
2021
Q3 		$1.61M Sell
77,650
-6,430
-8% -$134K 1.17% 20
2021
Q2 		$1.68M Buy
84,080
+3,680
+5% +$59K 1.3% 19
2021
Q1 		$1.07M Buy
+80,400
New +$1.08M 0.99% 32

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

Alaethes Wealth's NVDA Position: Q1 2026 in Review

Alaethes Wealth increased its NVIDIA (NVDA) stake by 0.67% in Q1 2026, buying an estimated $85.3K and bringing the position to 70,023 shares worth $12.2M. The position accounts for 3.48% of the portfolio, ranked #4.

Alaethes Wealth first reported a position in NVDA in Q1 2021 and has held it in 21 quarters since. The position peaked at $13.3M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Alaethes Wealth held 70,023 shares of NVIDIA worth $12.2M as of Q1 2026.
  • Alaethes Wealth bought 465 NVIDIA shares in Q1 2026, an estimated $85.3K.
  • NVIDIA made up 3.48% of Alaethes Wealth's portfolio in Q1 2026, its #4 holding.
  • Alaethes Wealth first reported a position in NVIDIA in Q1 2021 and has held it in 21 quarters since.
  • Alaethes Wealth's NVIDIA position peaked at $13.3M in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.