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Allium Financial Advisors’s NVIDIA NVDA Stock Holding History

Allium Financial 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 		$5.56M Buy
31,864
+1,789
+6% +$328K 4.46% 6
2025
Q4 		$5.61M Sell
30,075
-5,194
-15% -$967K 4.45% 7
2025
Q3 		$6.58M Sell
35,269
-4,590
-12% -$800K 5.45% 4
2025
Q2 		$6.3M Sell
39,859
-2,127
-5% -$268K 5.49% 4
2025
Q1 		$4.55M Buy
+41,986
New +$5.32M 4.15% 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

Allium Financial Advisors's NVDA Position: Q1 2026 in Review

Allium Financial Advisors increased its NVIDIA (NVDA) stake by 5.9% in Q1 2026, buying an estimated $328K and bringing the position to 31,864 shares worth $5.56M. The position accounts for 4.46% of the portfolio, ranked #6.

Allium Financial Advisors first reported a position in NVDA in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.58M in Q3 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Allium Financial Advisors held 31,864 shares of NVIDIA worth $5.56M as of Q1 2026.
  • Allium Financial Advisors bought 1,789 NVIDIA shares in Q1 2026, an estimated $328K.
  • NVIDIA made up 4.46% of Allium Financial Advisors's portfolio in Q1 2026, its #6 holding.
  • Allium Financial Advisors first reported a position in NVIDIA in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's NVIDIA position peaked at $6.58M in Q3 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.