Cascade Wealth Advisors’s NVIDIA NVDA Stock Holding History

Cascade Wealth 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	$850K	Buy	3,949 +161	+4%	+$29.5K	0.37%	33
2025 Q4	$726K	Buy	3,788 +1,825	+93%	+$340K	0.33%	35
2025 Q3	$391K	Hold	1,963	–	–	0.19%	46
2025 Q2	$359K	Buy	+1,963	New	+$247K	0.2%	43

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

Cascade Wealth Advisors's NVDA Position: Q1 2026 in Review

Cascade Wealth Advisors increased its NVIDIA (NVDA) stake by 4.3% in Q1 2026, buying an estimated $29.5K and bringing the position to 3,949 shares worth $850K. The position accounts for 0.37% of the portfolio, ranked #33.

Cascade Wealth Advisors first reported a position in NVDA in Q2 2025 and has held it in 4 quarters since. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Cascade Wealth Advisors held 3,949 shares of NVIDIA worth $850K as of Q1 2026.
Cascade Wealth Advisors bought 161 NVIDIA shares in Q1 2026, an estimated $29.5K.
NVIDIA made up 0.37% of Cascade Wealth Advisors's portfolio in Q1 2026, its #33 holding.
Cascade Wealth Advisors first reported a position in NVIDIA in Q2 2025 and has held it in 4 quarters since.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

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