Dakota Wealth Management’s NVIDIA NVDA Stock Holding History

Dakota Wealth Management’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	–	Hold	0	–	–	–	426
2025 Q4	–	Hold	0	–	–	–	469
2025 Q2	–	Hold	0	–	-$704K	–	800
2025 Q1	–	Hold	0	–	–	–	446
2024 Q4	–	Hold	0	–	–	–	569
2024 Q3	–	Hold	0	–	–	–	338
2024 Q2	–	Hold	0	–	–	–	372
2024 Q1	–	Sell	-7,000	Closed	-$347K	–	767
2023 Q4	$347K	Buy	+7,000	New	+$324K	0.01%	485
2023 Q3	–	Hold	0	–	–	–	467
2023 Q2	–	Hold	0	–	–	–	578
2023 Q1	–	Hold	0	–	–	–	365
2022 Q4	–	Hold	0	–	–	–	561
2022 Q3	–	Hold	0	–	–	–	541
2022 Q2	–	Sell	-13,000	Closed	-$245K	–	340
2022 Q1	$355K	Buy	13,000 +1,000	+8%	+$25.1K	0.03%	340
2021 Q4	$353K	Buy	12,000 +4,000	+50%	+$110K	0.04%	286
2021 Q3	$166K	Sell	8,000 -8,000	-50%	-$166K	0.02%	330
2021 Q2	$320K	Buy	+16,000	New	+$256K	0.04%	271

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

Dakota Wealth Management's NVDA Position: Q1 2026 in Review

Dakota Wealth Management reduced its NVIDIA (NVDA) stake by 2.3% in Q1 2026, selling an estimated $1.83M and leaving 426,151 shares worth $74.3M. The position accounts for 1.61% of the portfolio, ranked #9.

Dakota Wealth Management first reported a position in NVDA in Q2 2018 and has held it in 26 quarters since. The position peaked at $81.3M in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Dakota Wealth Management held 426,151 shares of NVIDIA worth $74.3M as of Q1 2026.
Dakota Wealth Management sold 9,963 NVIDIA shares in Q1 2026, an estimated $1.83M.
NVIDIA made up 1.61% of Dakota Wealth Management's portfolio in Q1 2026, its #9 holding.
Dakota Wealth Management first reported a position in NVIDIA in Q2 2018 and has held it in 26 quarters since.
Dakota Wealth Management's NVIDIA position peaked at $81.3M in Q4 2025.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.