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Evergreen Wealth Solutions’s NVIDIA NVDA Stock Holding History

Evergreen Wealth Solutions’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 		$28.3M Buy
162,433
+104,658
+181% +$19.2M 2% 12
2025
Q4 		$10.8M Buy
57,775
+7,946
+16% +$1.48M 1.5% 17
2025
Q3 		$9.3M Buy
49,829
+627
+1% +$109K 5.24% 3
2025
Q2 		$7.77M Buy
49,202
+890
+2% +$112K 4.68% 3
2025
Q1 		$5.24M Sell
48,312
-801
-2% -$102K 3.53% 5
2024
Q4 		$6.6M Buy
49,113
+3,912
+9% +$539K 4.6% 3
2024
Q3 		$5.49M Sell
45,201
-352
-0.8% -$41.6K 3.73% 4
2024
Q2 		$5.63M Buy
45,553
+4,703
+12% +$475K 3.99% 4
2024
Q1 		$3.69M Sell
40,850
-600
-1% -$43.5K 2.73% 5
2023
Q4 		$2.05M Buy
41,450
+50
+0.1% +$2.32K 1.75% 9
2023
Q3 		$1.8M Sell
41,400
-340
-0.8% -$15.2K 1.82% 9
2023
Q2 		$1.77M Sell
41,740
-5,040
-11% -$167K 1.78% 10
2023
Q1 		$1.3M Sell
46,780
-440
-0.9% -$9.52K 1.5% 20
2022
Q4 		$690K Buy
47,220
+620
+1% +$9.09K 0.91% 36
2022
Q3 		$566K Sell
46,600
-3,310
-7% -$52.3K 0.8% 38
2022
Q2 		$757K Buy
49,910
+410
+0.8% +$7.74K 0.93% 34
2022
Q1 		$1.35M Buy
49,500
+1,780
+4% +$44.6K 1.31% 22
2021
Q4 		$1.4M Buy
+47,720
New +$1.31M 1.27% 19

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 Solutions's NVDA Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its NVIDIA (NVDA) stake by 181% in Q1 2026, buying an estimated $19.2M and bringing the position to 162,433 shares worth $28.3M. The position accounts for 2% of the portfolio, ranked #12.

Evergreen Wealth Solutions first reported a position in NVDA in Q4 2021 and has held it in 18 quarters since. 5,825 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Evergreen Wealth Solutions held 162,433 shares of NVIDIA worth $28.3M as of Q1 2026.
  • Evergreen Wealth Solutions bought 104,658 NVIDIA shares in Q1 2026, an estimated $19.2M.
  • NVIDIA made up 2% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #12 holding.
  • Evergreen Wealth Solutions first reported a position in NVIDIA in Q4 2021 and has held it in 18 quarters since.
  • 5,825 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

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