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Evergreen Wealth Management’s NVIDIA NVDA Stock Holding History

Evergreen 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 		– Sell
-10,528
Closed -$1.96M – 56
2025
Q4 		$1.96M Buy
10,528
+267
+3% +$49.7K 0.99% 33
2025
Q3 		$1.91M Sell
10,261
-2,981
-23% -$520K 1% 34
2025
Q2 		$2.09M Buy
13,242
+3,170
+31% +$399K 1.17% 29
2025
Q1 		$1.09M Buy
10,072
+217
+2% +$27.5K 0.65% 43
2024
Q4 		$1.32M Buy
+9,855
New +$1.36M 0.78% 38

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 Wealth Management's NVDA Position: Q1 2026 in Review

Evergreen Wealth Management sold out of NVIDIA (NVDA) in Q1 2026, closing a stake of 10,528 shares — an estimated $1.96M sold.

Evergreen Wealth Management first reported a position in NVDA in Q4 2024 and held it in 5 quarters. The position peaked at $2.09M in Q2 2025. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Evergreen Wealth Management reported no remaining NVIDIA position as of Q1 2026 after selling out during the quarter.
  • Evergreen Wealth Management sold 10,528 NVIDIA shares in Q1 2026, an estimated $1.96M.
  • Evergreen Wealth Management first reported a position in NVIDIA in Q4 2024 and held it in 5 quarters.
  • Evergreen Wealth Management's NVIDIA position peaked at $2.09M in Q2 2025.
  • 5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Evergreen Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.