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Evergreen Advisors’s NVIDIA NVDA Stock Holding History

Evergreen Advisors’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 		$343K Buy
1,968
+346
+21% +$63.5K 0.08% 19
2025
Q4 		$303K Buy
+1,622
New +$302K 0.07% 18
2025
Q2 		$256K Sell
1,622
-857
-35% -$108K 0.07% 18
2025
Q1 		$269K Sell
2,479
-590
-19% -$74.8K 0.07% 16
2024
Q4 		$412K Buy
+3,069
New +$423K 0.11% 15

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

Evergreen Advisors's NVDA Position: Q1 2026 in Review

Evergreen Advisors increased its NVIDIA (NVDA) stake by 21% in Q1 2026, buying an estimated $63.5K and bringing the position to 1,968 shares worth $343K. The position accounts for 0.08% of the portfolio, ranked #19.

Evergreen Advisors first reported a position in NVDA in Q4 2024 and has held it in 5 quarters since. The position peaked at $412K in Q4 2024. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Evergreen Advisors held 1,968 shares of NVIDIA worth $343K as of Q1 2026.
  • Evergreen Advisors bought 346 NVIDIA shares in Q1 2026, an estimated $63.5K.
  • NVIDIA made up 0.08% of Evergreen Advisors's portfolio in Q1 2026, its #19 holding.
  • Evergreen Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 5 quarters since.
  • Evergreen Advisors's NVIDIA position peaked at $412K in Q4 2024.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Evergreen Advisors's 13F filing for Q1 2026, filed 5 May 2026.