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Daner Wealth Management’s NVIDIA NVDA Stock Holding History

Daner 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 		$1.03M Sell
4,650
-508
-10% -$93.2K 0.6% 23
2025
Q4 		$972K Buy
5,158
+178
+4% +$33.1K 0.6% 24
2025
Q3 		$912K Buy
4,980
+277
+6% +$48.3K 0.59% 25
2025
Q2 		$861K Buy
+4,703
New +$592K 0.59% 26
2024
Q4 		$397K Buy
+3,182
New +$439K 0.29% 37

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

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

Daner Wealth Management reduced its NVIDIA (NVDA) stake by 9.8% in Q1 2026, selling an estimated $93.2K and leaving 4,650 shares worth $1.03M. The position accounts for 0.6% of the portfolio, ranked #23.

Daner Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 5 quarters since. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Daner Wealth Management held 4,650 shares of NVIDIA worth $1.03M as of Q1 2026.
  • Daner Wealth Management sold 508 NVIDIA shares in Q1 2026, an estimated $93.2K.
  • NVIDIA made up 0.6% of Daner Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Daner Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 5 quarters since.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

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