AFM
NVDA icon

Aspetuck Financial Management’s NVIDIA NVDA Stock Holding History

Aspetuck Financial Management’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 		$18.4M Buy
105,421
+169
+0.2% +$31K 12.6% 1
2025
Q4 		$19.6M Sell
105,252
-87
-0.1% -$16.2K 13.18% 1
2025
Q3 		$19.7M Buy
105,339
+38
+0% +$6.62K 13.46% 1
2025
Q2 		$16.6M Buy
105,301
+722
+0.7% +$90.9K 12.54% 1
2025
Q1 		$11.3M Sell
104,579
-2,125
-2% -$269K 9.75% 1
2024
Q4 		$14.3M Buy
+106,704
New +$14.7M 11.17% 1

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

Aspetuck Financial Management's NVDA Position: Q1 2026 in Review

Aspetuck Financial Management increased its NVIDIA (NVDA) stake by 0.16% in Q1 2026, buying an estimated $31K and bringing the position to 105,421 shares worth $18.4M. The position accounts for 12.6% of the portfolio, ranked #1.

Aspetuck Financial Management first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.7M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Aspetuck Financial Management held 105,421 shares of NVIDIA worth $18.4M as of Q1 2026.
  • Aspetuck Financial Management bought 169 NVIDIA shares in Q1 2026, an estimated $31K.
  • NVIDIA made up 12.6% of Aspetuck Financial Management's portfolio in Q1 2026, its #1 holding.
  • Aspetuck Financial Management first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • Aspetuck Financial Management's NVIDIA position peaked at $19.7M in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Aspetuck Financial Management's 13F filing for Q1 2026, filed 6 May 2026.