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Elevate Wealth Advisory’s NVIDIA NVDA Stock Holding History

Elevate Wealth Advisory’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 		$578K Buy
3,313
+329
+11% +$60.4K 0.36% 43
2025
Q4 		$556K Buy
2,984
+296
+11% +$55.1K 0.38% 41
2025
Q3 		$501K Sell
2,688
-41
-2% -$7.15K 0.36% 43
2025
Q2 		$431K Sell
2,729
-1,888
-41% -$238K 0.31% 47
2025
Q1 		$500K Buy
4,617
+77
+2% +$9.76K 0.35% 47
2024
Q4 		$610K Buy
4,540
+302
+7% +$41.6K 0.46% 39
2024
Q3 		$515K Buy
4,238
+27
+0.6% +$3.19K 0.38% 41
2024
Q2 		$520K Buy
4,211
+191
+5% +$19.3K 0.42% 36
2024
Q1 		$364K Buy
+4,020
New +$291K 0.32% 40

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

Elevate Wealth Advisory's NVDA Position: Q1 2026 in Review

Elevate Wealth Advisory increased its NVIDIA (NVDA) stake by 11% in Q1 2026, buying an estimated $60.4K and bringing the position to 3,313 shares worth $578K. The position accounts for 0.36% of the portfolio, ranked #43.

Elevate Wealth Advisory first reported a position in NVDA in Q1 2024 and has held it in 9 quarters since. The position peaked at $610K in Q4 2024. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Elevate Wealth Advisory held 3,313 shares of NVIDIA worth $578K as of Q1 2026.
  • Elevate Wealth Advisory bought 329 NVIDIA shares in Q1 2026, an estimated $60.4K.
  • NVIDIA made up 0.36% of Elevate Wealth Advisory's portfolio in Q1 2026, its #43 holding.
  • Elevate Wealth Advisory first reported a position in NVIDIA in Q1 2024 and has held it in 9 quarters since.
  • Elevate Wealth Advisory's NVIDIA position peaked at $610K in Q4 2024.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.