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Compass Financial Services’s NVIDIA NVDA Stock Holding History

Compass Financial Services’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 		$218K Buy
1,247
+90
+8% +$16.5K 0.09% 54
2025
Q4 		$216K Buy
1,157
+200
+21% +$37.2K 0.09% 50
2025
Q3 		$179K Buy
957
+2
+0.2% +$349 0.08% 53
2025
Q2 		$151K Buy
955
+324
+51% +$40.8K 0.07% 54
2025
Q1 		$68.4K Sell
631
-104
-14% -$13.2K 0.04% 65
2024
Q4 		$98.7K Buy
+735
New +$101K 0.06% 50

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

Compass Financial Services's NVDA Position: Q1 2026 in Review

Compass Financial Services increased its NVIDIA (NVDA) stake by 7.8% in Q1 2026, buying an estimated $16.5K and bringing the position to 1,247 shares worth $218K. The position accounts for 0.09% of the portfolio, ranked #54.

Compass Financial Services first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Compass Financial Services held 1,247 shares of NVIDIA worth $218K as of Q1 2026.
  • Compass Financial Services bought 90 NVIDIA shares in Q1 2026, an estimated $16.5K.
  • NVIDIA made up 0.09% of Compass Financial Services's portfolio in Q1 2026, its #54 holding.
  • Compass Financial Services first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.