Estate Counselors’s NVIDIA NVDA Stock Holding History

Estate Counselors’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	$865K	Hold	4,960	–	–	0.08%	68
2025 Q4	$925K	Hold	4,960	–	–	0.08%	67
2025 Q3	$925K	Hold	4,960	–	–	0.08%	66
2025 Q2	$784K	Hold	4,960	–	–	0.08%	62
2025 Q1	$538K	Sell	4,960 -22,900	-82%	-$2.9M	0.06%	74
2024 Q4	$3.74M	Hold	27,860	–	–	0.4%	29
2024 Q3	$3.38M	Hold	27,860	–	–	0.35%	32
2024 Q2	$3.44M	Hold	27,860	–	–	0.38%	30
2024 Q1	$2.52M	Buy	27,860 +400	+1%	+$29K	0.29%	32
2023 Q4	$1.36M	Buy	27,460 +22,500	+454%	+$1.04M	0.17%	84
2023 Q3	$216K	Hold	4,960	–	–	0.03%	118
2023 Q2	$210K	Buy	+4,960	New	+$165K	0.03%	120
2022 Q4	–	Sell	-4,960	Closed	-$60K	–	180
2022 Q3	$60K	Hold	4,960	–	–	0.01%	131
2022 Q2	$75K	Hold	4,960	–	–	0.01%	126
2022 Q1	$135K	Hold	4,960	–	–	0.02%	122
2021 Q4	$145K	Hold	4,960	–	–	0.02%	121
2021 Q3	$102K	Hold	4,960	–	–	0.01%	141
2021 Q2	$99K	Hold	4,960	–	–	0.01%	135
2021 Q1	$66K	Sell	4,960 -4,800	-49%	-$64.5K	0.01%	142
2020 Q4	$127K	Sell	9,760 -46,960	-83%	-$629K	0.02%	105
2020 Q3	$767K	Buy	56,720 +1,360	+2%	+$15.8K	0.12%	63
2020 Q2	$525K	Sell	55,360 -21,040	-28%	-$170K	0.08%	82
2020 Q1	$503K	Buy	+76,400	New	+$482K	0.08%	72

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

Estate Counselors's NVDA Position: Q1 2026 in Review

Estate Counselors held its NVIDIA (NVDA) position steady in Q1 2026 at 4,960 shares worth $865K. The position accounts for 0.08% of the portfolio, ranked #68.

Estate Counselors first reported a position in NVDA in Q1 2020 and has held it in 23 quarters since. The position peaked at $3.74M in Q4 2024. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Estate Counselors held 4,960 shares of NVIDIA worth $865K as of Q1 2026.
Estate Counselors left its NVIDIA share count unchanged in Q1 2026.
NVIDIA made up 0.08% of Estate Counselors's portfolio in Q1 2026, its #68 holding.
Estate Counselors first reported a position in NVIDIA in Q1 2020 and has held it in 23 quarters since.
Estate Counselors's NVIDIA position peaked at $3.74M in Q4 2024.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.