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	–	-$3.92M	–	591
2025 Q4	–	Hold	0	–	–	–	162

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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. 5,825 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.
5,825 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.