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Avaii Wealth Management’s NVIDIA NVDA Stock Holding History

Avaii Wealth 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 		$3.2M Sell
18,369
-39,193
-68% -$7.19M 1.12% 23
2025
Q4 		$10.7M Sell
57,562
-265
-0.5% -$49.3K 3.89% 5
2025
Q3 		$10.8M Sell
57,827
-14,347
-20% -$2.5M 4.1% 5
2025
Q2 		$11.4M Buy
72,174
+5,115
+8% +$644K 5.07% 3
2025
Q1 		$7.27M Buy
67,059
+16,854
+34% +$2.14M 3.88% 6
2024
Q4 		$6.74M Buy
50,205
+39,120
+353% +$5.39M 3.32% 9
2024
Q3 		$1.35M Sell
11,085
-2,041
-16% -$241K 0.68% 22
2024
Q2 		$1.62M Buy
13,126
+896
+7% +$90.6K 0.9% 22
2024
Q1 		$1.11M Sell
12,230
-10,120
-45% -$734K 0.65% 29
2023
Q4 		$1.11M Buy
22,350
+15,540
+228% +$720K 0.72% 25
2023
Q3 		$296K Buy
6,810
+660
+11% +$29.6K 0.22% 99
2023
Q2 		$260K Buy
+6,150
New +$204K 0.2% 111
2023
Q1 		– Sell
-19,480
Closed -$285K – 135
2022
Q4 		$285K Sell
19,480
-11,300
-37% -$166K 0.25% 91
2022
Q3 		$374K Buy
30,780
+7,120
+30% +$113K 0.39% 61
2022
Q2 		$359K Sell
23,660
-610
-3% -$11.5K 0.38% 56
2022
Q1 		$662K Buy
24,270
+9,030
+59% +$226K 0.61% 26
2021
Q4 		$448K Buy
+15,240
New +$419K 0.45% 47

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

Avaii Wealth Management's NVDA Position: Q1 2026 in Review

Avaii Wealth Management reduced its NVIDIA (NVDA) stake by 68% in Q1 2026, selling an estimated $7.19M and leaving 18,369 shares worth $3.2M. The position accounts for 1.12% of the portfolio, ranked #23.

Avaii Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 17 quarters since. The position peaked at $11.4M in Q2 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Avaii Wealth Management held 18,369 shares of NVIDIA worth $3.2M as of Q1 2026.
  • Avaii Wealth Management sold 39,193 NVIDIA shares in Q1 2026, an estimated $7.19M.
  • NVIDIA made up 1.12% of Avaii Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Avaii Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 17 quarters since.
  • Avaii Wealth Management's NVIDIA position peaked at $11.4M in Q2 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.