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Consilium Wealth Advisory’s NVIDIA NVDA Stock Holding History

Consilium Wealth Advisory’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 		$12.8M Buy
73,217
+5,062
+7% +$929K 4.36% 5
2025
Q4 		$12.7M Sell
68,155
-232
-0.3% -$43.2K 4.69% 6
2025
Q3 		$12.8M Sell
68,387
-3,721
-5% -$649K 4.92% 6
2025
Q2 		$11.4M Buy
72,108
+4,348
+6% +$547K 4.81% 6
2025
Q1 		$7.34M Sell
67,760
-19,652
-22% -$2.49M 3.68% 7
2024
Q4 		$11.7M Buy
87,412
+74
+0.1% +$10.2K 5.6% 5
2024
Q3 		$10.6M Buy
87,338
+2,414
+3% +$285K 5.79% 4
2024
Q2 		$10.5M Sell
84,924
-6,446
-7% -$652K 5.73% 4
2024
Q1 		$8.26M Sell
91,370
-1,520
-2% -$110K 4.64% 5
2023
Q4 		$4.6M Buy
92,890
+800
+0.9% +$37.1K 2.77% 11
2023
Q3 		$4.01M Sell
92,090
-9,280
-9% -$416K 2.81% 11
2023
Q2 		$4.29M Buy
101,370
+13,830
+16% +$459K 2.97% 10
2023
Q1 		$2.43M Sell
87,540
-340
-0.4% -$7.36K 2.07% 13
2022
Q4 		$1.28M Sell
87,880
-17,740
-17% -$260K 1.1% 21
2022
Q3 		$1.28M Sell
105,620
-5,890
-5% -$93.1K 1.43% 17
2022
Q2 		$1.69M Buy
111,510
+5,780
+5% +$109K 1.82% 16
2022
Q1 		$2.88M Buy
105,730
+26,400
+33% +$662K 2.07% 13
2021
Q4 		$2.33M Buy
+79,330
New +$2.18M 1.51% 15

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

Consilium Wealth Advisory's NVDA Position: Q1 2026 in Review

Consilium Wealth Advisory increased its NVIDIA (NVDA) stake by 7.4% in Q1 2026, buying an estimated $929K and bringing the position to 73,217 shares worth $12.8M. The position accounts for 4.36% of the portfolio, ranked #5.

Consilium Wealth Advisory first reported a position in NVDA in Q4 2021 and has held it in 18 quarters since. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Consilium Wealth Advisory held 73,217 shares of NVIDIA worth $12.8M as of Q1 2026.
  • Consilium Wealth Advisory bought 5,062 NVIDIA shares in Q1 2026, an estimated $929K.
  • NVIDIA made up 4.36% of Consilium Wealth Advisory's portfolio in Q1 2026, its #5 holding.
  • Consilium Wealth Advisory first reported a position in NVIDIA in Q4 2021 and has held it in 18 quarters since.
  • 5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.