Compass Financial Group (South Dakota)’s NVIDIA NVDA Stock Holding History

Compass Financial Group (South Dakota)’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	$1.86M	Buy	10,654 +477	+5%	+$87.5K	0.26%	29
2025 Q4	$1.9M	Buy	10,177 +90	+0.9%	+$16.8K	0.27%	27
2025 Q3	$1.88M	Sell	10,087 -34	-0.3%	-$5.93K	0.28%	26
2025 Q2	$1.6M	Buy	10,121 +1,108	+12%	+$139K	0.26%	27
2025 Q1	$977K	Buy	9,013 +614	+7%	+$77.8K	0.18%	37
2024 Q4	$1.13M	Sell	8,399 -15	-0.2%	-$2.07K	0.21%	31
2024 Q3	$1.02M	Buy	8,414 +199	+2%	+$23.5K	0.2%	35
2024 Q2	$1.01M	Buy	8,215 +285	+4%	+$28.8K	0.22%	34
2024 Q1	$717K	Sell	7,930 -50	-0.6%	-$3.62K	0.17%	40
2023 Q4	$395K	Hold	7,980	–	–	0.1%	56
2023 Q3	$347K	Buy	7,980 +300	+4%	+$13.4K	0.1%	57
2023 Q2	$325K	Buy	+7,680	New	+$255K	0.1%	66

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

Compass Financial Group (South Dakota)'s NVDA Position: Q1 2026 in Review

Compass Financial Group (South Dakota) increased its NVIDIA (NVDA) stake by 4.7% in Q1 2026, buying an estimated $87.5K and bringing the position to 10,654 shares worth $1.86M. The position accounts for 0.26% of the portfolio, ranked #29.

Compass Financial Group (South Dakota) first reported a position in NVDA in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.9M in Q4 2025. 5,834 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Compass Financial Group (South Dakota) held 10,654 shares of NVIDIA worth $1.86M as of Q1 2026.
Compass Financial Group (South Dakota) bought 477 NVIDIA shares in Q1 2026, an estimated $87.5K.
NVIDIA made up 0.26% of Compass Financial Group (South Dakota)'s portfolio in Q1 2026, its #29 holding.
Compass Financial Group (South Dakota) first reported a position in NVIDIA in Q2 2023 and has held it in 12 quarters since.
Compass Financial Group (South Dakota)'s NVIDIA position peaked at $1.9M in Q4 2025.
5,834 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q1 2026, filed 29 Apr 2026.