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Evelyn Partners Investment Management’s NVIDIA NVDA Stock Holding History

Evelyn Partners Investment 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 		$151M Buy
866,383
+25,980
+3% +$4.77M 4.11% 5
2025
Q4 		$157M Buy
840,403
+2,639
+0.3% +$491K 4.33% 4
2025
Q3 		$156M Sell
837,764
-10,092
-1% -$1.76M 4.44% 4
2025
Q2 		$134M Buy
847,856
+1,176
+0.1% +$148K 4.1% 4
2025
Q1 		$91.8M Buy
846,680
+47,855
+6% +$6.07M 3.06% 9
2024
Q4 		$107M Buy
+798,825
New +$110M 3.48% 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's NVDA Position: Q1 2026 in Review

Evelyn Partners Investment Management increased its NVIDIA (NVDA) stake by 3.1% in Q1 2026, buying an estimated $4.77M and bringing the position to 866,383 shares worth $151M. The position accounts for 4.11% of the portfolio, ranked #5.

Evelyn Partners Investment Management first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $157M in Q4 2025. 5,831 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Evelyn Partners Investment Management held 866,383 shares of NVIDIA worth $151M as of Q1 2026.
  • Evelyn Partners Investment Management bought 25,980 NVIDIA shares in Q1 2026, an estimated $4.77M.
  • NVIDIA made up 4.11% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #5 holding.
  • Evelyn Partners Investment Management first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's NVIDIA position peaked at $157M in Q4 2025.
  • 5,831 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

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