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Blue Rock Wealth Management’s NVIDIA NVDA Stock Holding History

Blue Rock 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 		$4.36M Sell
24,975
-985
-4% -$181K 2.77% 13
2025
Q4 		$4.84M Buy
25,960
+4,223
+19% +$786K 3.01% 10
2025
Q3 		$4.06M Buy
21,737
+533
+3% +$92.9K 2.52% 14
2025
Q2 		$3.35M Sell
21,204
-415
-2% -$52.2K 2.33% 15
2025
Q1 		$2.34M Buy
21,619
+7,553
+54% +$957K 1.99% 17
2024
Q4 		$1.89M Buy
+14,066
New +$1.94M 1.99% 14

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

Blue Rock Wealth Management's NVDA Position: Q1 2026 in Review

Blue Rock Wealth Management reduced its NVIDIA (NVDA) stake by 3.8% in Q1 2026, selling an estimated $181K and leaving 24,975 shares worth $4.36M. The position accounts for 2.77% of the portfolio, ranked #13.

Blue Rock Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.84M in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Blue Rock Wealth Management held 24,975 shares of NVIDIA worth $4.36M as of Q1 2026.
  • Blue Rock Wealth Management sold 985 NVIDIA shares in Q1 2026, an estimated $181K.
  • NVIDIA made up 2.77% of Blue Rock Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Blue Rock Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • Blue Rock Wealth Management's NVIDIA position peaked at $4.84M in Q4 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Blue Rock Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.