Crestmont Private Wealth’s NVIDIA NVDA Stock Holding History

Crestmont Private Wealth’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	$746K	Buy	4,277 +8	+0.2%	+$1.47K	0.24%	38
2025 Q4	$796K	Sell	4,269 -7	-0.2%	-$1.3K	0.26%	29
2025 Q3	$798K	Sell	4,276 -101	-2%	-$17.6K	0.26%	32
2025 Q2	$691K	Sell	4,377 -2,581	-37%	-$325K	0.25%	32
2025 Q1	$754K	Buy	6,958 +17	+0.2%	+$2.15K	0.33%	18
2024 Q4	$932K	Buy	6,941 +790	+13%	+$109K	0.42%	14
2024 Q3	$747K	Hold	6,151	–	–	0.33%	16
2024 Q2	$760K	Sell	6,151 -59	-1%	-$5.96K	0.37%	19
2024 Q1	$561K	Hold	6,210	–	–	0.28%	17
2023 Q4	$308K	Buy	6,210 +40	+0.6%	+$1.85K	0.16%	37
2023 Q3	$268K	Sell	6,170 -2,210	-26%	-$99K	0.16%	39
2023 Q2	$354K	Hold	8,380	–	–	0.21%	33
2023 Q1	$233K	Buy	+8,380	New	+$181K	0.15%	46
2022 Q2	–	Sell	-760	Closed	-$21K	–	41
2022 Q1	$21K	Buy	+760	New	+$19.1K	0.02%	36

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

Crestmont Private Wealth's NVDA Position: Q1 2026 in Review

Crestmont Private Wealth increased its NVIDIA (NVDA) stake by 0.19% in Q1 2026, buying an estimated $1.47K and bringing the position to 4,277 shares worth $746K. The position accounts for 0.24% of the portfolio, ranked #38.

Crestmont Private Wealth first reported a position in NVDA in Q1 2022 and has held it in 14 quarters since. The position peaked at $932K in Q4 2024. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Crestmont Private Wealth held 4,277 shares of NVIDIA worth $746K as of Q1 2026.
Crestmont Private Wealth bought 8 NVIDIA shares in Q1 2026, an estimated $1.47K.
NVIDIA made up 0.24% of Crestmont Private Wealth's portfolio in Q1 2026, its #38 holding.
Crestmont Private Wealth first reported a position in NVIDIA in Q1 2022 and has held it in 14 quarters since.
Crestmont Private Wealth's NVIDIA position peaked at $932K in Q4 2024.
5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.