Chokshi & Queen Wealth Advisors’s NVIDIA NVDA Stock Holding History

Chokshi & Queen 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	$10.4M	Sell	59,512 -901	-1%	-$165K	5.55%	5
2025 Q4	$11.3M	Buy	60,413 +8,565	+17%	+$1.59M	5.89%	4
2025 Q3	$9.67M	Sell	51,848 -14,035	-21%	-$2.45M	5.12%	5
2025 Q2	$10.4M	Sell	65,883 -16,773	-20%	-$2.11M	5.96%	5
2025 Q1	$8.96M	Sell	82,656 -908	-1%	-$115K	5.46%	6
2024 Q4	$11.2M	Buy	+83,564	New	+$11.5M	6.96%	4

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

Chokshi & Queen Wealth Advisors's NVDA Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors reduced its NVIDIA (NVDA) stake by 1.5% in Q1 2026, selling an estimated $165K and leaving 59,512 shares worth $10.4M. The position accounts for 5.55% of the portfolio, ranked #5.

Chokshi & Queen Wealth Advisors first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.3M in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Chokshi & Queen Wealth Advisors held 59,512 shares of NVIDIA worth $10.4M as of Q1 2026.
Chokshi & Queen Wealth Advisors sold 901 NVIDIA shares in Q1 2026, an estimated $165K.
NVIDIA made up 5.55% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #5 holding.
Chokshi & Queen Wealth Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
Chokshi & Queen Wealth Advisors's NVIDIA position peaked at $11.3M in Q4 2025.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.