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Balanced Rock Investment Advisors’s NVIDIA NVDA Stock Holding History

Balanced Rock Investment 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 		$536K Buy
3,072
+1,365
+80% +$250K 0.38% 55
2025
Q4 		$318K Buy
1,707
+240
+16% +$44.7K 0.23% 83
2025
Q3 		$274K Sell
1,467
-165
-10% -$28.8K 0.2% 86
2025
Q2 		$258K Buy
+1,632
New +$205K 0.2% 87

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

Balanced Rock Investment Advisors's NVDA Position: Q1 2026 in Review

Balanced Rock Investment Advisors increased its NVIDIA (NVDA) stake by 80% in Q1 2026, buying an estimated $250K and bringing the position to 3,072 shares worth $536K. The position accounts for 0.38% of the portfolio, ranked #55.

Balanced Rock Investment Advisors first reported a position in NVDA in Q2 2025 and has held it in 4 quarters since. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Balanced Rock Investment Advisors held 3,072 shares of NVIDIA worth $536K as of Q1 2026.
  • Balanced Rock Investment Advisors bought 1,365 NVIDIA shares in Q1 2026, an estimated $250K.
  • NVIDIA made up 0.38% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #55 holding.
  • Balanced Rock Investment Advisors first reported a position in NVIDIA in Q2 2025 and has held it in 4 quarters since.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.