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Davies Financial Advisors’s NVIDIA NVDA Stock Holding History

Davies 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 		– Sell
-23,880
Closed -$4.45M – 33
2025
Q4 		$4.45M Sell
23,880
-880
-4% -$164K 8.24% 2
2025
Q3 		$4.62M Sell
24,760
-410
-2% -$71.5K 3.75% 7
2025
Q2 		$3.98M Sell
25,170
-205
-0.8% -$25.8K 3.09% 8
2025
Q1 		$2.75M Sell
25,375
-1,420
-5% -$180K 2.34% 9
2024
Q4 		$3.6M Hold
26,795
– – 3.06% 8
2024
Q3 		$3.25M Buy
26,795
+295
+1% +$34.8K 2.84% 9
2024
Q2 		$3.27M Buy
26,500
+1,610
+6% +$163K 3.06% 7
2024
Q1 		$2.25M Buy
+24,890
New +$1.8M 2.3% 13

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

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

Davies Financial Advisors sold out of NVIDIA (NVDA) in Q1 2026, closing a stake of 23,880 shares — an estimated $4.45M sold.

Davies Financial Advisors first reported a position in NVDA in Q1 2024 and held it in 8 quarters. The position peaked at $4.62M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Davies Financial Advisors reported no remaining NVIDIA position as of Q1 2026 after selling out during the quarter.
  • Davies Financial Advisors sold 23,880 NVIDIA shares in Q1 2026, an estimated $4.45M.
  • Davies Financial Advisors first reported a position in NVIDIA in Q1 2024 and held it in 8 quarters.
  • Davies Financial Advisors's NVIDIA position peaked at $4.62M in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Davies Financial Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.