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CWS Financial Advisors’s NVIDIA NVDA Stock Holding History

CWS Financial 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 		$272K Buy
1,559
+232
+17% +$42.6K 0.07% 125
2025
Q4 		$247K Sell
1,327
-721
-35% -$134K 0.07% 131
2025
Q3 		$382K Buy
2,048
+530
+35% +$92.4K 0.11% 103
2025
Q2 		$240K Buy
+1,518
New +$191K 0.07% 120
2025
Q1 		– Sell
-1,766
Closed -$237K – 132
2024
Q4 		$237K Sell
1,766
-194
-10% -$26.7K 0.08% 115
2024
Q3 		$238K Buy
1,960
+157
+9% +$18.5K 0.08% 103
2024
Q2 		$223K Buy
+1,803
New +$182K 0.09% 102

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

CWS Financial Advisors's NVDA Position: Q1 2026 in Review

CWS Financial Advisors increased its NVIDIA (NVDA) stake by 17% in Q1 2026, buying an estimated $42.6K and bringing the position to 1,559 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #125.

CWS Financial Advisors first reported a position in NVDA in Q2 2024 and has held it in 7 quarters since. The position peaked at $382K in Q3 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • CWS Financial Advisors held 1,559 shares of NVIDIA worth $272K as of Q1 2026.
  • CWS Financial Advisors bought 232 NVIDIA shares in Q1 2026, an estimated $42.6K.
  • NVIDIA made up 0.07% of CWS Financial Advisors's portfolio in Q1 2026, its #125 holding.
  • CWS Financial Advisors first reported a position in NVIDIA in Q2 2024 and has held it in 7 quarters since.
  • CWS Financial Advisors's NVIDIA position peaked at $382K in Q3 2025.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.