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Crestwood Advisors Group’s NVIDIA NVDA Stock Holding History

Crestwood Advisors Group’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
2025
Q4 		– Sell
-47,000
Closed -$8.77M – 705
2025
Q3 		$8.77M Buy
+47,000
New +$8.19M 0.15% 110

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

Crestwood Advisors Group's NVDA Position: Q1 2026 in Review

Crestwood Advisors Group increased its NVIDIA (NVDA) stake by 21% in Q1 2026, buying an estimated $32.6M and bringing the position to 1,022,886 shares worth $178M. The position accounts for 3% of the portfolio, ranked #5.

Crestwood Advisors Group first reported a position in NVDA in Q1 2017 and has held it in 36 quarters since. 5,831 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Crestwood Advisors Group held 1,022,886 shares of NVIDIA worth $178M as of Q1 2026.
  • Crestwood Advisors Group bought 177,743 NVIDIA shares in Q1 2026, an estimated $32.6M.
  • NVIDIA made up 3% of Crestwood Advisors Group's portfolio in Q1 2026, its #5 holding.
  • Crestwood Advisors Group first reported a position in NVIDIA in Q1 2017 and has held it in 36 quarters since.
  • 5,831 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.