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Concurrent Investment Advisors’s NVIDIA NVDA Stock Holding History

Concurrent Investment Advisors’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 		$802K Buy
+4,600
New +$844K 0.01% 970
2025
Q4 		– Sell
-4,400
Closed -$821K – 1832
2025
Q3 		$821K Sell
4,400
-2,600
-37% -$453K 0.01% 716
2025
Q2 		$1.11M Sell
7,000
-5,000
-42% -$629K 0.02% 571
2025
Q1 		$1.3M Buy
12,000
+1,000
+9% +$127K 0.03% 472
2024
Q4 		$1.48M Buy
11,000
+4,500
+69% +$620K 0.04% 396
2024
Q3 		$789K Sell
6,500
-19,500
-75% -$2.3M 0.02% 522
2024
Q2 		$3.21M Buy
+26,000
New +$2.63M 0.11% 202

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

Concurrent Investment Advisors's NVDA Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its NVIDIA (NVDA) stake by 0.62% in Q1 2026, selling an estimated $1.57M and leaving 1,368,739 shares worth $239M. The position accounts for 2.6% of the portfolio, ranked #2.

Concurrent Investment Advisors first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. The position peaked at $257M in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Concurrent Investment Advisors held 1,368,739 shares of NVIDIA worth $239M as of Q1 2026.
  • Concurrent Investment Advisors sold 8,552 NVIDIA shares in Q1 2026, an estimated $1.57M.
  • NVIDIA made up 2.6% of Concurrent Investment Advisors's portfolio in Q1 2026, its #2 holding.
  • Concurrent Investment Advisors first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's NVIDIA position peaked at $257M in Q4 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.