Coordinated Financial Services’s NVIDIA NVDA Stock Holding History

Coordinated 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	$2.29M	Sell	13,116 -257	-2%	-$47.1K	1.31%	14
2025 Q4	$2.5M	Buy	13,373 +207	+2%	+$38.5K	1.44%	13
2025 Q3	$2.46M	Buy	13,166 +609	+5%	+$106K	1.58%	11
2025 Q2	$1.98M	Buy	12,557 +35	+0.3%	+$4.41K	1.37%	14
2025 Q1	$1.36M	Buy	12,522 +189	+2%	+$24K	1.04%	25
2024 Q4	$1.66M	Buy	+12,333	New	+$1.7M	1.29%	16
2024 Q2	$1.7M	Buy	13,771 +1,751	+15%	+$177K	1.46%	14
2024 Q1	$1.09M	Buy	+12,020	New	+$871K	0.95%	27

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

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

Coordinated Financial Services reduced its NVIDIA (NVDA) stake by 1.9% in Q1 2026, selling an estimated $47.1K and leaving 13,116 shares worth $2.29M. The position accounts for 1.31% of the portfolio, ranked #14.

Coordinated Financial Services first reported a position in NVDA in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.5M in Q4 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Coordinated Financial Services held 13,116 shares of NVIDIA worth $2.29M as of Q1 2026.
Coordinated Financial Services sold 257 NVIDIA shares in Q1 2026, an estimated $47.1K.
NVIDIA made up 1.31% of Coordinated Financial Services's portfolio in Q1 2026, its #14 holding.
Coordinated Financial Services first reported a position in NVIDIA in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's NVIDIA position peaked at $2.5M in Q4 2025.
5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.