BlackDiamond Wealth Management’s NVIDIA NVDA Stock Holding History

BlackDiamond 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	$5.13M	Sell	29,417 -244	-0.8%	-$44.8K	2.46%	6
2025 Q4	$5.64M	Buy	29,661 +2,542	+9%	+$473K	2.75%	6
2025 Q3	$5.06M	Buy	27,119 +599	+2%	+$104K	2.76%	6
2025 Q2	$4.07M	Sell	26,520 -862	-3%	-$108K	2.35%	9
2025 Q1	$3.19M	Buy	27,382 +3,419	+14%	+$433K	2.16%	12
2024 Q4	$3.22M	Buy	23,963 +1,745	+8%	+$241K	1.86%	10
2024 Q3	$3.29M	Buy	22,218 +2,910	+15%	+$344K	1.99%	9
2024 Q2	$2.03M	Buy	19,308 +4,768	+33%	+$482K	1.33%	25
2024 Q1	$1.31M	Buy	14,540 +480	+3%	+$34.8K	0.94%	32
2023 Q4	$975K	Sell	14,060 -1,900	-12%	-$88.1K	0.72%	39
2023 Q3	$657K	Buy	15,960 +1,410	+10%	+$63.2K	0.59%	37
2023 Q2	$665K	Buy	14,550 +610	+4%	+$20.3K	0.56%	39
2023 Q1	$366K	Sell	13,940 -1,150	-8%	-$24.9K	0.37%	66
2022 Q4	$240K	Buy	+15,090	New	+$221K	0.27%	93
2022 Q3	–	Sell	-12,630	Closed	-$225K	–	113
2022 Q2	$225K	Buy	12,630 +4,690	+59%	+$88.5K	0.28%	98
2022 Q1	$217K	Sell	7,940 -320	-4%	-$8.03K	0.26%	100
2021 Q4	$243K	Buy	+8,260	New	+$227K	0.28%	98

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

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

BlackDiamond Wealth Management reduced its NVIDIA (NVDA) stake by 0.82% in Q1 2026, selling an estimated $44.8K and leaving 29,417 shares worth $5.13M. The position accounts for 2.46% of the portfolio, ranked #6.

BlackDiamond Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 17 quarters since. The position peaked at $5.64M in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

BlackDiamond Wealth Management held 29,417 shares of NVIDIA worth $5.13M as of Q1 2026.
BlackDiamond Wealth Management sold 244 NVIDIA shares in Q1 2026, an estimated $44.8K.
NVIDIA made up 2.46% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #6 holding.
BlackDiamond Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 17 quarters since.
BlackDiamond Wealth Management's NVIDIA position peaked at $5.64M in Q4 2025.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.