Fortis Advisors’s NVIDIA NVDA Stock Holding History

Fortis 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	$232K	Sell	1,331 -29	-2%	-$5.32K	0.12%	113
2025 Q4	$254K	Sell	1,360 -23	-2%	-$4.28K	0.14%	108
2025 Q3	$258K	Sell	1,383 -17	-1%	-$2.96K	0.15%	102
2025 Q2	$221K	Buy	+1,400	New	+$176K	0.14%	109
2023 Q2	–	Sell	-80	Closed	-$2.24K	–	197
2023 Q1	$2.24K	Hold	80	–	–	﹤0.01%	243
2022 Q4	$1.18K	Hold	80	–	–	﹤0.01%	240
2022 Q3	$1K	Sell	80 -1,520	-95%	-$24K	﹤0.01%	236
2022 Q2	$24K	Hold	1,600	–	–	0.02%	190
2022 Q1	$44K	Hold	1,600	–	–	0.02%	187
2021 Q4	$47K	Hold	1,600	–	–	0.03%	169
2021 Q3	$33K	Hold	1,600	–	–	0.02%	184
2021 Q2	$32K	Buy	1,600 +1,520	+1,900%	+$24.4K	0.02%	193
2021 Q1	$1K	Hold	80	–	–	﹤0.01%	215
2020 Q4	$1K	Hold	80	–	–	﹤0.01%	170
2020 Q3	$1K	Hold	80	–	–	﹤0.01%	143
2020 Q2	$1K	Hold	80	–	–	﹤0.01%	163
2020 Q1	$1K	Hold	80	–	–	﹤0.01%	312
2019 Q4	$0	Hold	80	–	–	﹤0.01%	320
2019 Q3	$0	Hold	80	–	–	﹤0.01%	338
2019 Q2	$0	Hold	80	–	–	﹤0.01%	346
2019 Q1	$0	Hold	80	–	–	﹤0.01%	332
2018 Q4	$0	Sell	80 -25,960	-100%	-$124K	﹤0.01%	321
2018 Q3	$183K	Hold	26,040	–	–	0.1%	79
2018 Q2	$154K	Hold	26,040	–	–	0.09%	96
2018 Q1	$151K	Hold	26,040	–	–	0.08%	88
2017 Q4	$126K	Buy	26,040 +1,680	+7%	+$8.35K	0.08%	112
2017 Q3	$109K	Buy	+24,360	New	+$101K	0.08%	110

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

Fortis Advisors's NVDA Position: Q1 2026 in Review

Fortis Advisors reduced its NVIDIA (NVDA) stake by 2.1% in Q1 2026, selling an estimated $5.32K and leaving 1,331 shares worth $232K. The position accounts for 0.12% of the portfolio, ranked #113.

Fortis Advisors first reported a position in NVDA in Q3 2017 and has held it in 27 quarters since. The position peaked at $258K in Q3 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Fortis Advisors held 1,331 shares of NVIDIA worth $232K as of Q1 2026.
Fortis Advisors sold 29 NVIDIA shares in Q1 2026, an estimated $5.32K.
NVIDIA made up 0.12% of Fortis Advisors's portfolio in Q1 2026, its #113 holding.
Fortis Advisors first reported a position in NVIDIA in Q3 2017 and has held it in 27 quarters since.
Fortis Advisors's NVIDIA position peaked at $258K in Q3 2025.
5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.