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Circle Wealth Management’s NVIDIA NVDA Stock Holding History

Circle 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
2025
Q3 		– Hold
0
– -$237K – 237
2025
Q2 		– Hold
0
– – – 207

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

Circle Wealth Management's NVDA Position: Q1 2026 in Review

Circle Wealth Management increased its NVIDIA (NVDA) stake by 1.9% in Q1 2026, buying an estimated $378K and bringing the position to 108,851 shares worth $19M. The position accounts for 0.27% of the portfolio, ranked #28.

Circle Wealth Management first reported a position in NVDA in Q2 2020 and has held it in 24 quarters since. The position peaked at $20.1M in Q3 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Circle Wealth Management held 108,851 shares of NVIDIA worth $19M as of Q1 2026.
  • Circle Wealth Management bought 2,059 NVIDIA shares in Q1 2026, an estimated $378K.
  • NVIDIA made up 0.27% of Circle Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Circle Wealth Management first reported a position in NVIDIA in Q2 2020 and has held it in 24 quarters since.
  • Circle Wealth Management's NVIDIA position peaked at $20.1M in Q3 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

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