Avidian Wealth Enterprises’s NVIDIA NVDA Stock Holding History

Avidian Wealth Enterprises’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	$872K	Buy	+5,000	New	+$917K	0.03%	309
2024 Q3	–	Sell	-2,340,000	Closed	-$289M	–	523
2024 Q2	$289M	Buy	2,340,000 +740,000	+46%	+$74.8M	12%	1
2024 Q1	$145M	Buy	1,600,000 +1,195,000	+295%	+$86.6M	7.01%	2
2023 Q4	$20.1M	Buy	405,000 +193,000	+91%	+$8.94M	1.23%	15
2023 Q3	$1.02M	Buy	+212,000	New	+$9.5M	0.07%	160
2022 Q1	–	Sell	-4,000	Closed	-$118K	–	554
2021 Q4	$118K	Buy	+4,000	New	+$110K	0.01%	506
2021 Q3	–	Sell	-100,000	Closed	-$424K	–	414
2021 Q2	$424K	Buy	+100,000	New	+$1.6M	0.03%	252

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

Avidian Wealth Enterprises's NVDA Position: Q1 2026 in Review

Avidian Wealth Enterprises reduced its NVIDIA (NVDA) stake by 26% in Q1 2026, selling an estimated $31M and leaving 480,273 shares worth $83.8M. The position accounts for 2.65% of the portfolio, ranked #5.

Avidian Wealth Enterprises first reported a position in NVDA in Q3 2020 and has held it in 23 quarters since. The position peaked at $125M in Q2 2024. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Avidian Wealth Enterprises held 480,273 shares of NVIDIA worth $83.8M as of Q1 2026.
Avidian Wealth Enterprises sold 169,235 NVIDIA shares in Q1 2026, an estimated $31M.
NVIDIA made up 2.65% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #5 holding.
Avidian Wealth Enterprises first reported a position in NVIDIA in Q3 2020 and has held it in 23 quarters since.
Avidian Wealth Enterprises's NVIDIA position peaked at $125M in Q2 2024.
5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.