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Bell & Brown Wealth Advisors’s NVIDIA NVDA Stock Holding History

Bell & Brown Wealth 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 		$952K Sell
5,458
-805
-13% -$148K 0.31% 56
2025
Q4 		$1.17M Sell
6,263
-434
-6% -$80.8K 0.38% 55
2025
Q3 		$1.25M Sell
6,697
-368
-5% -$64.1K 0.41% 51
2025
Q2 		$1.12M Buy
7,065
+220
+3% +$27.7K 0.4% 53
2025
Q1 		$742K Sell
6,845
-1,974
-22% -$250K 0.29% 55
2024
Q4 		$1.18M Sell
8,819
-106
-1% -$14.6K 0.44% 51
2024
Q3 		$1.08M Buy
8,925
+185
+2% +$21.9K 0.42% 52
2024
Q2 		$1.08M Buy
8,740
+3,270
+60% +$331K 0.41% 53
2024
Q1 		$495K Sell
5,470
-250
-4% -$18.1K 0.21% 58
2023
Q4 		$284K Buy
+5,720
New +$265K 0.13% 64
2023
Q2 		$233K Buy
+5,490
New +$182K 0.12% 67

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

Bell & Brown Wealth Advisors's NVDA Position: Q1 2026 in Review

Bell & Brown Wealth Advisors reduced its NVIDIA (NVDA) stake by 13% in Q1 2026, selling an estimated $148K and leaving 5,458 shares worth $952K. The position accounts for 0.31% of the portfolio, ranked #56.

Bell & Brown Wealth Advisors first reported a position in NVDA in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Bell & Brown Wealth Advisors held 5,458 shares of NVIDIA worth $952K as of Q1 2026.
  • Bell & Brown Wealth Advisors sold 805 NVIDIA shares in Q1 2026, an estimated $148K.
  • NVIDIA made up 0.31% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #56 holding.
  • Bell & Brown Wealth Advisors first reported a position in NVIDIA in Q2 2023 and has held it in 11 quarters since.
  • Bell & Brown Wealth Advisors's NVIDIA position peaked at $1.25M in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.