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FRG Family Wealth Advisors’s NVIDIA NVDA Stock Holding History

FRG Family 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 		$4.46M Sell
25,548
-583
-2% -$107K 0.73% 33
2025
Q4 		$4.87M Buy
26,131
+4,583
+21% +$853K 0.76% 33
2025
Q3 		$4.02M Buy
21,548
+1,249
+6% +$218K 0.65% 39
2025
Q2 		$3.21M Buy
20,299
+5
+0% +$629 0.56% 40
2025
Q1 		$2.2M Buy
20,294
+202
+1% +$25.6K 0.42% 46
2024
Q4 		$2.7M Sell
20,092
-947
-5% -$131K 0.49% 43
2024
Q3 		$2.56M Buy
21,039
+1,070
+5% +$126K 0.46% 44
2024
Q2 		$2.08M Buy
19,969
+1,759
+10% +$178K 0.4% 46
2024
Q1 		$1.57M Buy
18,210
+570
+3% +$41.3K 0.31% 54
2023
Q4 		$874K Buy
17,640
+1,270
+8% +$58.9K 0.18% 86
2023
Q3 		$712K Sell
16,370
-310
-2% -$13.9K 0.16% 87
2023
Q2 		$706K Buy
16,680
+460
+3% +$15.3K 0.15% 90
2023
Q1 		$451K Sell
16,220
-130
-0.8% -$2.81K 0.1% 106
2022
Q4 		$239K Buy
+16,350
New +$240K 0.06% 131
2022
Q3 		– Sell
-13,730
Closed -$208K – 142
2022
Q2 		$208K Buy
13,730
+500
+4% +$9.44K 0.05% 136
2022
Q1 		$361K Buy
13,230
+900
+7% +$22.6K 0.07% 119
2021
Q4 		$363K Buy
12,330
+250
+2% +$6.88K 0.07% 118
2021
Q3 		$250K Hold
12,080
– – 0.05% 126
2021
Q2 		$242K Buy
+12,080
New +$194K 0.05% 129

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

FRG Family Wealth Advisors's NVDA Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its NVIDIA (NVDA) stake by 2.2% in Q1 2026, selling an estimated $107K and leaving 25,548 shares worth $4.46M. The position accounts for 0.73% of the portfolio, ranked #33.

FRG Family Wealth Advisors first reported a position in NVDA in Q2 2021 and has held it in 19 quarters since. The position peaked at $4.87M in Q4 2025. 5,830 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • FRG Family Wealth Advisors held 25,548 shares of NVIDIA worth $4.46M as of Q1 2026.
  • FRG Family Wealth Advisors sold 583 NVIDIA shares in Q1 2026, an estimated $107K.
  • NVIDIA made up 0.73% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #33 holding.
  • FRG Family Wealth Advisors first reported a position in NVIDIA in Q2 2021 and has held it in 19 quarters since.
  • FRG Family Wealth Advisors's NVIDIA position peaked at $4.87M in Q4 2025.
  • 5,830 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.