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Evelyn Partners Asset Management’s NVIDIA NVDA Stock Holding History

Evelyn Partners Asset Management’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 		$3.77M Buy
21,638
+350
+2% +$64.2K 0.93% 37
2025
Q4 		$3.97M Sell
21,288
-602
-3% -$112K 0.93% 37
2025
Q3 		$4.08M Sell
21,890
-536
-2% -$93.4K 0.92% 37
2025
Q2 		$3.54M Buy
22,426
+240
+1% +$30.2K 0.9% 37
2025
Q1 		$2.4M Sell
22,186
-12
-0.1% -$1.52K 0.67% 42
2024
Q4 		$2.98M Buy
+22,198
New +$3.06M 0.8% 36

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evelyn Partners Asset Management's NVDA Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its NVIDIA (NVDA) stake by 1.6% in Q1 2026, buying an estimated $64.2K and bringing the position to 21,638 shares worth $3.77M. The position accounts for 0.93% of the portfolio, ranked #37.

Evelyn Partners Asset Management first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.08M in Q3 2025. 5,864 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Evelyn Partners Asset Management held 21,638 shares of NVIDIA worth $3.77M as of Q1 2026.
  • Evelyn Partners Asset Management bought 350 NVIDIA shares in Q1 2026, an estimated $64.2K.
  • NVIDIA made up 0.93% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #37 holding.
  • Evelyn Partners Asset Management first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's NVIDIA position peaked at $4.08M in Q3 2025.
  • 5,864 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.