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Caerus Investment Advisors’s NVIDIA NVDA Stock Holding History

Caerus Investment Advisors’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 		$4.81M Sell
27,591
-11,391
-29% -$2.09M 2% 11
2025
Q4 		$7.27M Buy
38,982
+7,877
+25% +$1.47M 2.35% 8
2025
Q3 		$5.8M Buy
31,105
+22,276
+252% +$3.88M 2.37% 8
2025
Q2 		$1.39M Buy
8,829
+154
+2% +$19.4K 1.33% 14
2025
Q1 		$940K Buy
8,675
+840
+11% +$106K 0.91% 15
2024
Q4 		$1.05M Hold
7,835
– – 0.99% 16
2024
Q3 		$951K Buy
7,835
+275
+4% +$32.5K 0.9% 16
2024
Q2 		$934K Buy
7,560
+210
+3% +$21.2K 0.91% 18
2024
Q1 		$664K Sell
7,350
-5,000
-40% -$362K 0.64% 20
2023
Q4 		$612K Sell
12,350
-7,180
-37% -$333K 0.59% 21
2023
Q3 		$850K Sell
19,530
-820
-4% -$36.7K 0.87% 14
2023
Q2 		$861K Buy
20,350
+290
+1% +$9.63K 0.97% 15
2023
Q1 		$557K Hold
20,060
– – 0.64% 23
2022
Q4 		$293K Buy
20,060
+3,000
+18% +$44K 0.44% 32
2022
Q3 		$207K Sell
17,060
-19,580
-53% -$310K 0.26% 53
2022
Q2 		$555K Buy
36,640
+2,680
+8% +$50.6K 0.67% 22
2022
Q1 		$576K Sell
33,960
-17,850
-34% -$448K 0.7% 22
2021
Q4 		$1.52M Buy
+51,810
New +$1.43M 1.65% 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

Caerus Investment Advisors's NVDA Position: Q1 2026 in Review

Caerus Investment Advisors reduced its NVIDIA (NVDA) stake by 29% in Q1 2026, selling an estimated $2.09M and leaving 27,591 shares worth $4.81M. The position accounts for 2% of the portfolio, ranked #11.

Caerus Investment Advisors first reported a position in NVDA in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.27M in Q4 2025. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Caerus Investment Advisors held 27,591 shares of NVIDIA worth $4.81M as of Q1 2026.
  • Caerus Investment Advisors sold 11,391 NVIDIA shares in Q1 2026, an estimated $2.09M.
  • NVIDIA made up 2% of Caerus Investment Advisors's portfolio in Q1 2026, its #11 holding.
  • Caerus Investment Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 18 quarters since.
  • Caerus Investment Advisors's NVIDIA position peaked at $7.27M in Q4 2025.
  • 5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.