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Evergreen Wealth Partners’s NVIDIA NVDA Stock Holding History

Evergreen Wealth Partners’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 		$314K Buy
1,798
+261
+17% +$47.9K 0.24% 58
2025
Q4 		$287K Buy
+1,537
New +$286K 0.24% 60

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 Partners's NVDA Position: Q1 2026 in Review

Evergreen Wealth Partners increased its NVIDIA (NVDA) stake by 17% in Q1 2026, buying an estimated $47.9K and bringing the position to 1,798 shares worth $314K. The position accounts for 0.24% of the portfolio, ranked #58.

Evergreen Wealth Partners first reported a position in NVDA in Q4 2025 and has held it in 2 quarters since. 5,830 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Evergreen Wealth Partners held 1,798 shares of NVIDIA worth $314K as of Q1 2026.
  • Evergreen Wealth Partners bought 261 NVIDIA shares in Q1 2026, an estimated $47.9K.
  • NVIDIA made up 0.24% of Evergreen Wealth Partners's portfolio in Q1 2026, its #58 holding.
  • Evergreen Wealth Partners first reported a position in NVIDIA in Q4 2025 and has held it in 2 quarters since.
  • 5,830 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Evergreen Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.