DSA
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Davis Selected Advisers’s NVIDIA NVDA Stock Holding History

Davis Selected Advisers’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 		$19.8M Buy
113,556
+2,518
+2% +$462K 0.09% 63
2025
Q4 		$20.7M Buy
111,038
+21,243
+24% +$3.95M 0.09% 62
2025
Q3 		$16.8M Buy
89,795
+660
+0.7% +$115K 0.09% 62
2025
Q2 		$14.1M Buy
+89,135
New +$11.2M 0.08% 62

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Davis Selected Advisers's NVDA Position: Q1 2026 in Review

Davis Selected Advisers increased its NVIDIA (NVDA) stake by 2.3% in Q1 2026, buying an estimated $462K and bringing the position to 113,556 shares worth $19.8M. The position accounts for 0.09% of the portfolio, ranked #63.

Davis Selected Advisers first reported a position in NVDA in Q2 2025 and has held it in 4 quarters since. The position peaked at $20.7M in Q4 2025. 5,842 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Davis Selected Advisers held 113,556 shares of NVIDIA worth $19.8M as of Q1 2026.
  • Davis Selected Advisers bought 2,518 NVIDIA shares in Q1 2026, an estimated $462K.
  • NVIDIA made up 0.09% of Davis Selected Advisers's portfolio in Q1 2026, its #63 holding.
  • Davis Selected Advisers first reported a position in NVIDIA in Q2 2025 and has held it in 4 quarters since.
  • Davis Selected Advisers's NVIDIA position peaked at $20.7M in Q4 2025.
  • 5,842 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Davis Selected Advisers's 13F filing for Q1 2026, filed 7 May 2026.