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Brightwater Advisory’s NVIDIA NVDA Stock Holding History

Brightwater Advisory’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 		$869K Hold
4,984
– – 0.58% 33
2025
Q4 		$930K Hold
4,984
– – 0.63% 30
2025
Q3 		$930K Hold
4,984
– – 0.64% 30
2025
Q2 		$787K Buy
4,984
+36
+0.7% +$4.53K 0.57% 30
2025
Q1 		$536K Sell
4,948
-1,175
-19% -$149K 0.42% 37
2024
Q4 		$822K Sell
6,123
-685
-10% -$94.4K 0.64% 29
2024
Q3 		$827K Sell
6,808
-167
-2% -$19.7K 0.61% 31
2024
Q2 		$862K Sell
6,975
-65
-0.9% -$6.57K 0.67% 31
2024
Q1 		$637K Buy
7,040
+350
+5% +$25.4K 0.51% 35
2023
Q4 		$332K Buy
+6,690
New +$310K 0.28% 43

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

Brightwater Advisory's NVDA Position: Q1 2026 in Review

Brightwater Advisory held its NVIDIA (NVDA) position steady in Q1 2026 at 4,984 shares worth $869K. The position accounts for 0.58% of the portfolio, ranked #33.

Brightwater Advisory first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. The position peaked at $930K in Q3 2025. 5,837 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Brightwater Advisory held 4,984 shares of NVIDIA worth $869K as of Q1 2026.
  • Brightwater Advisory left its NVIDIA share count unchanged in Q1 2026.
  • NVIDIA made up 0.58% of Brightwater Advisory's portfolio in Q1 2026, its #33 holding.
  • Brightwater Advisory first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
  • Brightwater Advisory's NVIDIA position peaked at $930K in Q3 2025.
  • 5,837 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Brightwater Advisory's 13F filing for Q1 2026, filed 1 May 2026.