Encompass Wealth Advisors’s NVIDIA NVDA Stock Holding History

Encompass Wealth 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	$2.97M	Sell	17,043 -23	-0.1%	-$4.22K	1.03%	24
2025 Q4	$3.18M	Buy	17,066 +2,881	+20%	+$536K	1.08%	22
2025 Q3	$2.65M	Buy	14,185 +342	+2%	+$59.6K	0.9%	24
2025 Q2	$2.19M	Buy	13,843 +1,358	+11%	+$171K	0.8%	26
2025 Q1	$1.35M	Buy	12,485 +182	+1%	+$23.1K	0.55%	31
2024 Q4	$1.65M	Sell	12,303 -7,002	-36%	-$965K	0.67%	28
2024 Q3	$2.34M	Sell	19,305 -501	-3%	-$59.2K	0.59%	34
2024 Q2	$2.45M	Buy	19,806 +7,196	+57%	+$728K	0.65%	28
2024 Q1	$1.14M	Buy	12,610 +3,380	+37%	+$245K	0.3%	73
2023 Q4	$457K	Buy	9,230 +1,000	+12%	+$46.3K	0.14%	134
2023 Q3	$358K	Buy	+8,230	New	+$369K	0.12%	145

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

Encompass Wealth Advisors's NVDA Position: Q1 2026 in Review

Encompass Wealth Advisors reduced its NVIDIA (NVDA) stake by 0.13% in Q1 2026, selling an estimated $4.22K and leaving 17,043 shares worth $2.97M. The position accounts for 1.03% of the portfolio, ranked #24.

Encompass Wealth Advisors first reported a position in NVDA in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.18M in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Encompass Wealth Advisors held 17,043 shares of NVIDIA worth $2.97M as of Q1 2026.
Encompass Wealth Advisors sold 23 NVIDIA shares in Q1 2026, an estimated $4.22K.
NVIDIA made up 1.03% of Encompass Wealth Advisors's portfolio in Q1 2026, its #24 holding.
Encompass Wealth Advisors first reported a position in NVIDIA in Q3 2023 and has held it in 11 quarters since.
Encompass Wealth Advisors's NVIDIA position peaked at $3.18M in Q4 2025.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.