Cherry Tree Wealth Management’s NVIDIA NVDA Stock Holding History

Cherry Tree 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	$1.58M	Sell	9,070 -494	-5%	-$90.6K	0.33%	59
2025 Q4	$1.78M	Buy	9,564 +2,126	+29%	+$396K	0.38%	52
2025 Q3	$1.39M	Sell	7,438 -508	-6%	-$88.5K	0.3%	61
2025 Q2	$1.26M	Sell	7,946 -487	-6%	-$61.3K	0.29%	62
2025 Q1	$914K	Sell	8,433 -731	-8%	-$92.6K	0.22%	73
2024 Q4	$1.23M	Sell	9,164 -256	-3%	-$35.3K	0.3%	59
2024 Q3	$1.14M	Sell	9,420 -499	-5%	-$58.9K	0.27%	66
2024 Q2	$1.23M	Buy	9,919 +3,349	+51%	+$339K	0.31%	60
2024 Q1	$594K	Buy	6,570 +4,440	+208%	+$322K	0.15%	79
2023 Q4	$105K	Buy	2,130 +1,700	+395%	+$78.8K	0.03%	192
2023 Q3	$18.7K	Sell	430 -40	-9%	-$1.79K	0.01%	297
2023 Q2	$19.9K	Buy	+470	New	+$15.6K	0.01%	291

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cherry Tree Wealth Management's NVDA Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its NVIDIA (NVDA) stake by 5.2% in Q1 2026, selling an estimated $90.6K and leaving 9,070 shares worth $1.58M. The position accounts for 0.33% of the portfolio, ranked #59.

Cherry Tree Wealth Management first reported a position in NVDA in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.78M in Q4 2025. 5,867 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Cherry Tree Wealth Management held 9,070 shares of NVIDIA worth $1.58M as of Q1 2026.
Cherry Tree Wealth Management sold 494 NVIDIA shares in Q1 2026, an estimated $90.6K.
NVIDIA made up 0.33% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #59 holding.
Cherry Tree Wealth Management first reported a position in NVIDIA in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's NVIDIA position peaked at $1.78M in Q4 2025.
5,867 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.