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Exencial Wealth Advisors’s NVIDIA NVDA Stock Holding History

Exencial Wealth 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 		– Hold
0
– -$2.05M – 590
2025
Q4 		– Hold
0
– – – 219
2025
Q1 		– Sell
-54,500
Closed -$7.32M – 508
2024
Q4 		$7.32M Buy
+54,500
New +$7.51M 0.27% 109
2024
Q3 		– Hold
0
– – – 200
2024
Q2 		– Hold
0
– – – 164
2024
Q1 		– Hold
0
– – – 191
2023
Q4 		– Hold
0
– – – 264

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

Exencial Wealth Advisors's NVDA Position: Q1 2026 in Review

Exencial Wealth Advisors increased its NVIDIA (NVDA) stake by 16% in Q1 2026, buying an estimated $8.92M and bringing the position to 344,854 shares worth $60.1M. The position accounts for 1.87% of the portfolio, ranked #8.

Exencial Wealth Advisors first reported a position in NVDA in Q1 2020 and has held it in 25 quarters since. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Exencial Wealth Advisors held 344,854 shares of NVIDIA worth $60.1M as of Q1 2026.
  • Exencial Wealth Advisors bought 48,644 NVIDIA shares in Q1 2026, an estimated $8.92M.
  • NVIDIA made up 1.87% of Exencial Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • Exencial Wealth Advisors first reported a position in NVIDIA in Q1 2020 and has held it in 25 quarters since.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.