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Crux Wealth Advisors’s NVIDIA NVDA Stock Holding History

Crux Wealth 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 		$7.09M Sell
40,652
-1,464
-3% -$269K 2.72% 5
2025
Q4 		$7.85M Sell
42,116
-1,589
-4% -$296K 2.92% 5
2025
Q3 		$8.15M Sell
43,705
-1,339
-3% -$233K 3.23% 4
2025
Q2 		$7.12M Sell
45,044
-495
-1% -$62.3K 3.03% 6
2025
Q1 		$4.94M Sell
45,539
-5,497
-11% -$697K 2.57% 4
2024
Q4 		$6.85M Buy
+51,036
New +$7.03M 3.81% 1

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

Crux Wealth Advisors's NVDA Position: Q1 2026 in Review

Crux Wealth Advisors reduced its NVIDIA (NVDA) stake by 3.5% in Q1 2026, selling an estimated $269K and leaving 40,652 shares worth $7.09M. The position accounts for 2.72% of the portfolio, ranked #5.

Crux Wealth Advisors first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.15M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Crux Wealth Advisors held 40,652 shares of NVIDIA worth $7.09M as of Q1 2026.
  • Crux Wealth Advisors sold 1,464 NVIDIA shares in Q1 2026, an estimated $269K.
  • NVIDIA made up 2.72% of Crux Wealth Advisors's portfolio in Q1 2026, its #5 holding.
  • Crux Wealth Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • Crux Wealth Advisors's NVIDIA position peaked at $8.15M in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Crux Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.