Alpha Family Trust’s NVIDIA NVDA Stock Holding History

Alpha Family Trust’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	$19.8M	Sell	113,810 -5,690	-5%	-$1.04M	9.63%	1
2025 Q4	$22.3M	Hold	119,500	–	–	10.15%	1
2025 Q3	$22.3M	Hold	119,500	–	–	10.46%	1
2025 Q2	$18.9M	Hold	119,500	–	–	9.35%	1
2025 Q1	$13M	Hold	119,500	–	–	7.56%	2
2024 Q4	$16M	Hold	119,500	–	–	9.01%	2
2024 Q3	$14.5M	Sell	119,500 -2,900	-2%	-$343K	8.1%	2
2024 Q2	$15.1M	Hold	122,400	–	–	8.86%	1
2024 Q1	$11.1M	Hold	122,400	–	–	6.69%	3
2023 Q4	$6.06M	Sell	122,400 -5,700	-4%	-$264K	4.09%	7
2023 Q3	$5.57M	Sell	128,100 -21,400	-14%	-$959K	4.24%	7
2023 Q2	$6.32M	Hold	149,500	–	–	4.42%	6
2023 Q1	$4.15M	Buy	149,500 +3,600	+2%	+$77.9K	3.29%	8
2022 Q4	$2.13M	Buy	+145,900	New	+$2.14M	1.93%	9
2022 Q3	–	Sell	-21,400	Closed	-$324K	–	56
2022 Q2	$324K	Buy	+21,400	New	+$404K	0.21%	32

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

Alpha Family Trust's NVDA Position: Q1 2026 in Review

Alpha Family Trust reduced its NVIDIA (NVDA) stake by 4.8% in Q1 2026, selling an estimated $1.04M and leaving 113,810 shares worth $19.8M. The position accounts for 9.63% of the portfolio, ranked #1.

Alpha Family Trust first reported a position in NVDA in Q2 2022 and has held it in 15 quarters since. The position peaked at $22.3M in Q3 2025. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Alpha Family Trust held 113,810 shares of NVIDIA worth $19.8M as of Q1 2026.
Alpha Family Trust sold 5,690 NVIDIA shares in Q1 2026, an estimated $1.04M.
NVIDIA made up 9.63% of Alpha Family Trust's portfolio in Q1 2026, its #1 holding.
Alpha Family Trust first reported a position in NVIDIA in Q2 2022 and has held it in 15 quarters since.
Alpha Family Trust's NVIDIA position peaked at $22.3M in Q3 2025.
5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.