Cadence Wealth Management’s NVIDIA NVDA Stock Holding History

Cadence 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	$788K	Sell	4,520 -63	-1%	-$11.6K	0.33%	36
2025 Q4	$855K	Buy	4,583 +74	+2%	+$13.8K	0.41%	28
2025 Q3	$841K	Buy	4,509 +10	+0.2%	+$1.74K	0.44%	30
2025 Q2	$711K	Buy	4,499 +68	+2%	+$8.56K	0.47%	29
2025 Q1	$480K	Sell	4,431 -42	-0.9%	-$5.32K	0.35%	33
2024 Q4	$601K	Buy	4,473 +156	+4%	+$21.5K	0.4%	23
2024 Q3	$524K	Buy	4,317 +8	+0.2%	+$945	0.43%	23
2024 Q2	$532K	Sell	4,309 -351	-8%	-$35.5K	0.37%	25
2024 Q1	$421K	Sell	4,660 -370	-7%	-$26.8K	0.43%	25
2023 Q4	$249K	Sell	5,030 -200	-4%	-$9.27K	0.2%	34
2023 Q3	$227K	Hold	5,230	–	–	0.19%	37
2023 Q2	$221K	Buy	+5,230	New	+$174K	0.21%	31

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

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

Cadence Wealth Management reduced its NVIDIA (NVDA) stake by 1.4% in Q1 2026, selling an estimated $11.6K and leaving 4,520 shares worth $788K. The position accounts for 0.33% of the portfolio, ranked #36.

Cadence Wealth Management first reported a position in NVDA in Q2 2023 and has held it in 12 quarters since. The position peaked at $855K in Q4 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Cadence Wealth Management held 4,520 shares of NVIDIA worth $788K as of Q1 2026.
Cadence Wealth Management sold 63 NVIDIA shares in Q1 2026, an estimated $11.6K.
NVIDIA made up 0.33% of Cadence Wealth Management's portfolio in Q1 2026, its #36 holding.
Cadence Wealth Management first reported a position in NVIDIA in Q2 2023 and has held it in 12 quarters since.
Cadence Wealth Management's NVIDIA position peaked at $855K in Q4 2025.
5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

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