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Evercore Wealth Management’s NVIDIA NVDA Stock Holding History

Evercore Wealth 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 		$381M Sell
2,182,929
-81,972
-4% -$15M 5.99% 2
2025
Q4 		$422M Sell
2,264,901
-73,632
-3% -$13.7M 6.19% 2
2025
Q3 		$436M Sell
2,338,533
-74,655
-3% -$13M 6.4% 1
2025
Q2 		$381M Sell
2,413,188
-55,925
-2% -$7.04M 5.93% 2
2025
Q1 		$268M Buy
2,469,113
+106,557
+5% +$13.5M 4.3% 3
2024
Q4 		$317M Sell
2,362,556
-40,227
-2% -$5.54M 4.75% 3
2024
Q3 		$292M Buy
2,402,783
+13,883
+0.6% +$1.64M 4.38% 3
2024
Q2 		$295M Sell
2,388,900
-17,320
-0.7% -$1.75M 4.65% 3
2024
Q1 		$217M Sell
2,406,220
-188,410
-7% -$13.7M 3.41% 4
2023
Q4 		$128M Buy
2,594,630
+137,840
+6% +$6.39M 2.15% 14
2023
Q3 		$107M Buy
2,456,790
+17,210
+0.7% +$771K 2% 16
2023
Q2 		$103M Sell
2,439,580
-176,390
-7% -$5.86M 1.89% 15
2023
Q1 		$72.7M Sell
2,615,970
-153,120
-6% -$3.31M 1.45% 29
2022
Q4 		$40.5M Buy
2,769,090
+224,040
+9% +$3.29M 0.85% 38
2022
Q3 		$30.9M Buy
2,545,050
+212,690
+9% +$3.36M 0.7% 42
2022
Q2 		$35.4M Buy
2,332,360
+2,167,230
+1,312% +$40.9M 0.75% 43
2022
Q1 		$4.5M Buy
165,130
+1,760
+1% +$44.1K 0.08% 105
2021
Q4 		$4.8M Buy
163,370
+4,730
+3% +$130K 0.08% 110
2021
Q3 		$3.29M Buy
158,640
+5,560
+4% +$115K 0.06% 131
2021
Q2 		$3.06M Sell
153,080
-520
-0.3% -$8.34K 0.06% 140
2021
Q1 		$2.05M Buy
153,600
+43,000
+39% +$578K 0.04% 168
2020
Q4 		$1.44M Buy
110,600
+5,120
+5% +$68.5K 0.03% 183
2020
Q3 		$1.43M Buy
105,480
+12,760
+14% +$148K 0.03% 169
2020
Q2 		$880K Sell
92,720
-4,760
-5% -$38.5K 0.02% 203
2020
Q1 		$642K Sell
97,480
-7,280
-7% -$45.9K 0.02% 214
2019
Q4 		$616K Buy
104,760
+28,080
+37% +$146K 0.02% 257
2019
Q3 		$334K Buy
76,680
+20,440
+36% +$86K 0.01% 318
2019
Q2 		$231K Sell
56,240
-11,720
-17% -$48.6K 0.01% 378
2019
Q1 		$305K Buy
+67,960
New +$264K 0.01% 328
2018
Q4 		– Sell
-32,680
Closed -$230K – 403
2018
Q3 		$230K Sell
32,680
-9,920
-23% -$64.5K 0.01% 380
2018
Q2 		$253K Buy
42,600
+3,000
+8% +$18.2K 0.01% 353
2018
Q1 		$229K Sell
39,600
-91,000
-70% -$535K 0.01% 330
2017
Q4 		$632K Buy
130,600
+40,000
+44% +$199K 0.02% 230
2017
Q3 		$405K Buy
90,600
+60,000
+196% +$249K 0.02% 275
2017
Q2 		$110K Buy
30,600
+8,240
+37% +$26.2K ﹤0.01% 451
2017
Q1 		$61K Buy
22,360
+3,200
+17% +$8.52K ﹤0.01% 568
2016
Q4 		$51K Sell
19,160
-1,880
-9% -$3.93K ﹤0.01% 605
2016
Q3 		$36K Buy
21,040
+16,600
+374% +$24.5K ﹤0.01% 667
2016
Q2 		$5K Buy
+4,440
New +$4.58K ﹤0.01% 920

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

Evercore Wealth Management's NVDA Position: Q1 2026 in Review

Evercore Wealth Management reduced its NVIDIA (NVDA) stake by 3.6% in Q1 2026, selling an estimated $15M and leaving 2,182,929 shares worth $381M. The position accounts for 5.99% of the portfolio, ranked #2.

Evercore Wealth Management first reported a position in NVDA in Q2 2016 and has held it in 39 quarters since. The position peaked at $436M in Q3 2025. 5,831 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Evercore Wealth Management held 2,182,929 shares of NVIDIA worth $381M as of Q1 2026.
  • Evercore Wealth Management sold 81,972 NVIDIA shares in Q1 2026, an estimated $15M.
  • NVIDIA made up 5.99% of Evercore Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Evercore Wealth Management first reported a position in NVIDIA in Q2 2016 and has held it in 39 quarters since.
  • Evercore Wealth Management's NVIDIA position peaked at $436M in Q3 2025.
  • 5,831 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.