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Cassaday & Co Wealth Management’s NVIDIA NVDA Stock Holding History

Cassaday & Co 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 		$28M Sell
160,320
-14,469
-8% -$2.65M 0.6% 18
2025
Q4 		$32.6M Buy
174,789
+2,561
+1% +$477K 0.69% 19
2025
Q3 		$32.1M Buy
172,228
+8,302
+5% +$1.45M 0.74% 18
2025
Q2 		$25.9M Buy
163,926
+4,024
+3% +$506K 0.65% 19
2025
Q1 		$17.3M Sell
159,902
-737
-0.5% -$93.4K 0.49% 21
2024
Q4 		$21.6M Buy
160,639
+1,735
+1% +$239K 0.59% 18
2024
Q3 		$19.3M Buy
158,904
+7,738
+5% +$914K 0.55% 18
2024
Q2 		$18.7M Buy
151,166
+8,446
+6% +$854K 0.59% 18
2024
Q1 		$12.9M Buy
142,720
+14,750
+12% +$1.07M 0.42% 22
2023
Q4 		$6.34M Sell
127,970
-8,450
-6% -$392K 0.22% 28
2023
Q3 		$5.93M Buy
136,420
+6,130
+5% +$275K 0.25% 27
2023
Q2 		$5.51M Sell
130,290
-1,750
-1% -$58.1K 0.22% 29
2023
Q1 		$3.67M Buy
132,040
+2,540
+2% +$55K 0.16% 33
2022
Q4 		$1.89M Buy
+129,500
New +$1.9M 0.09% 54

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Cassaday & Co Wealth Management's NVDA Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its NVIDIA (NVDA) stake by 8.3% in Q1 2026, selling an estimated $2.65M and leaving 160,320 shares worth $28M. The position accounts for 0.6% of the portfolio, ranked #18.

Cassaday & Co Wealth Management first reported a position in NVDA in Q4 2022 and has held it in 14 quarters since. The position peaked at $32.6M in Q4 2025. 5,842 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Cassaday & Co Wealth Management held 160,320 shares of NVIDIA worth $28M as of Q1 2026.
  • Cassaday & Co Wealth Management sold 14,469 NVIDIA shares in Q1 2026, an estimated $2.65M.
  • NVIDIA made up 0.6% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Cassaday & Co Wealth Management first reported a position in NVIDIA in Q4 2022 and has held it in 14 quarters since.
  • Cassaday & Co Wealth Management's NVIDIA position peaked at $32.6M in Q4 2025.
  • 5,842 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.