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Breakthru Advisory Services’s NVIDIA NVDA Stock Holding History

Breakthru Advisory Services’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 		$3.1M Sell
17,776
-1,117
-6% -$205K 4.97% 5
2025
Q4 		$3.52M Buy
18,893
+572
+3% +$106K 2.25% 12
2025
Q3 		$3.42M Buy
+18,321
New +$3.19M 2.25% 11
2025
Q1 		– Sell
-15,799
Closed -$2.12M – 41
2024
Q4 		$2.12M Buy
+15,799
New +$2.18M 1.92% 15

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

Breakthru Advisory Services's NVDA Position: Q1 2026 in Review

Breakthru Advisory Services reduced its NVIDIA (NVDA) stake by 5.9% in Q1 2026, selling an estimated $205K and leaving 17,776 shares worth $3.1M. The position accounts for 4.97% of the portfolio, ranked #5.

Breakthru Advisory Services first reported a position in NVDA in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.52M in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Breakthru Advisory Services held 17,776 shares of NVIDIA worth $3.1M as of Q1 2026.
  • Breakthru Advisory Services sold 1,117 NVIDIA shares in Q1 2026, an estimated $205K.
  • NVIDIA made up 4.97% of Breakthru Advisory Services's portfolio in Q1 2026, its #5 holding.
  • Breakthru Advisory Services first reported a position in NVIDIA in Q4 2024 and has held it in 4 quarters since.
  • Breakthru Advisory Services's NVIDIA position peaked at $3.52M in Q4 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Breakthru Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.