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Evelyn Partners Investment Management Services’s NVIDIA NVDA Stock Holding History

Evelyn Partners Investment Management Services’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 		$28.1M Buy
161,309
+21,821
+16% +$4M 3.31% 6
2025
Q4 		$26M Buy
139,488
+10,647
+8% +$1.98M 3.26% 6
2025
Q3 		$24M Sell
128,841
-17,389
-12% -$3.03M 3.23% 6
2025
Q2 		$23.1M Buy
146,230
+2,108
+1% +$265K 3.47% 6
2025
Q1 		$15.6M Buy
144,122
+21,344
+17% +$2.71M 2.56% 10
2024
Q4 		$16.5M Buy
+122,778
New +$16.9M 2.87% 8

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

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

Evelyn Partners Investment Management Services increased its NVIDIA (NVDA) stake by 16% in Q1 2026, buying an estimated $4M and bringing the position to 161,309 shares worth $28.1M. The position accounts for 3.31% of the portfolio, ranked #6.

Evelyn Partners Investment Management Services first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Evelyn Partners Investment Management Services held 161,309 shares of NVIDIA worth $28.1M as of Q1 2026.
  • Evelyn Partners Investment Management Services bought 21,821 NVIDIA shares in Q1 2026, an estimated $4M.
  • NVIDIA made up 3.31% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #6 holding.
  • Evelyn Partners Investment Management Services first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • 5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

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