Clearstead Advisors’s NVIDIA NVDA Stock Holding History

Clearstead Advisors’s Portfolio NVDA Stock Details NVDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	–	–	–	563
2025 Q4	–	Hold	–	–	–	497
2024 Q1	–	Hold	–	-$743K	–	1608
2023 Q4	–	Hold	–	–	–	261

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

Clearstead Advisors's NVDA Position: Q1 2026 in Review

Clearstead Advisors sold out of NVIDIA (NVDA) in Q1 2026, closing a stake of 542,123 shares — an estimated $99.5M sold.

Clearstead Advisors first reported a position in NVDA in Q1 2019 and held it in 28 quarters. The position peaked at $101M in Q4 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Clearstead Advisors reported no remaining NVIDIA position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 542,123 NVIDIA shares in Q1 2026, an estimated $99.5M.
Clearstead Advisors first reported a position in NVIDIA in Q1 2019 and held it in 28 quarters.
Clearstead Advisors's NVIDIA position peaked at $101M in Q4 2025.
5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.