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Clifford Swan Investment Counsel’s NVIDIA NVDA Stock Holding History

Clifford Swan Investment Counsel’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 		$11.3M Sell
64,997
-4,506
-6% -$827K 0.39% 75
2025
Q4 		$13M Buy
69,503
+1,046
+2% +$195K 0.43% 67
2025
Q3 		$12.8M Buy
68,457
+100
+0.1% +$17.4K 0.43% 69
2025
Q2 		$10.8M Buy
68,357
+2,588
+4% +$326K 0.38% 74
2025
Q1 		$7.13M Buy
65,769
+1,668
+3% +$211K 0.26% 93
2024
Q4 		$8.61M Sell
64,101
-747
-1% -$103K 0.31% 81
2024
Q3 		$7.88M Buy
64,848
+3,320
+5% +$392K 0.28% 88
2024
Q2 		$7.6M Buy
61,528
+1,098
+2% +$111K 0.28% 89
2024
Q1 		$5.46M Sell
60,430
-1,910
-3% -$138K 0.2% 105
2023
Q4 		$3.09M Sell
62,340
-1,980
-3% -$91.8K 0.12% 122
2023
Q3 		$2.8M Sell
64,320
-3,630
-5% -$163K 0.12% 123
2023
Q2 		$2.87M Sell
67,950
-4,000
-6% -$133K 0.12% 122
2023
Q1 		$2M Sell
71,950
-1,370
-2% -$29.6K 0.08% 135
2022
Q4 		$1.07M Buy
73,320
+6,690
+10% +$98.1K 0.05% 166
2022
Q3 		$809K Buy
66,630
+150
+0.2% +$2.37K 0.04% 179
2022
Q2 		$1.01M Buy
66,480
+8,360
+14% +$158K 0.04% 169
2022
Q1 		$1.59M Sell
58,120
-250
-0.4% -$6.27K 0.06% 152
2021
Q4 		$1.72M Sell
58,370
-2,250
-4% -$61.9K 0.06% 155
2021
Q3 		$1.57M Sell
60,620
-180,260
-75% -$3.74M 0.06% 155
2021
Q2 		$1.22M Buy
240,880
+185,160
+332% +$2.97M 0.05% 167
2021
Q1 		$744K Buy
55,720
+360
+0.7% +$4.84K 0.03% 199
2020
Q4 		$723K Buy
55,360
+4,800
+9% +$64.3K 0.03% 197
2020
Q3 		$684K Buy
50,560
+4,080
+9% +$47.5K 0.03% 194
2020
Q2 		$441K Buy
46,480
+1,280
+3% +$10.4K 0.02% 220
2020
Q1 		$298K Sell
45,200
-3,000
-6% -$18.9K 0.02% 240
2019
Q4 		$284K Buy
+48,200
New +$251K 0.01% 268
2018
Q1 		– Sell
-44,760
Closed -$217K – 317
2017
Q4 		$217K Hold
44,760
– – 0.01% 296
2017
Q3 		$200K Buy
+44,760
New +$186K 0.01% 303

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

Clifford Swan Investment Counsel's NVDA Position: Q1 2026 in Review

Clifford Swan Investment Counsel reduced its NVIDIA (NVDA) stake by 6.5% in Q1 2026, selling an estimated $827K and leaving 64,997 shares worth $11.3M. The position accounts for 0.39% of the portfolio, ranked #75.

Clifford Swan Investment Counsel first reported a position in NVDA in Q3 2017 and has held it in 28 quarters since. The position peaked at $13M in Q4 2025. 5,837 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Clifford Swan Investment Counsel held 64,997 shares of NVIDIA worth $11.3M as of Q1 2026.
  • Clifford Swan Investment Counsel sold 4,506 NVIDIA shares in Q1 2026, an estimated $827K.
  • NVIDIA made up 0.39% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #75 holding.
  • Clifford Swan Investment Counsel first reported a position in NVIDIA in Q3 2017 and has held it in 28 quarters since.
  • Clifford Swan Investment Counsel's NVIDIA position peaked at $13M in Q4 2025.
  • 5,837 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.