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Guardian Wealth Advisors (North Carolina)’s NVIDIA NVDA Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$34.6M Sell
198,148
-4,151
-2% -$762K 2.18% 11
2025
Q4 		$37.7M Buy
202,299
+1,011
+0.5% +$188K 2.34% 10
2025
Q3 		$37.6M Buy
201,288
+15,784
+9% +$2.75M 2.44% 9
2025
Q2 		$29.3M Sell
185,504
-738
-0.4% -$92.9K 2.06% 10
2025
Q1 		$20.2M Buy
186,242
+15,291
+9% +$1.94M 1.61% 14
2024
Q4 		$23M Buy
170,951
+13,906
+9% +$1.92M 1.81% 11
2024
Q3 		$19.1M Buy
157,045
+349
+0.2% +$41.2K 2.02% 11
2024
Q2 		$19.4M Buy
156,696
+1,556
+1% +$157K 2.26% 10
2024
Q1 		$14M Sell
155,140
-3,300
-2% -$239K 1.72% 14
2023
Q4 		$7.85M Sell
158,440
-5,300
-3% -$246K 1.19% 16
2023
Q3 		$7.12M Buy
163,740
+990
+0.6% +$44.4K 1.21% 15
2023
Q2 		$6.88M Sell
162,750
-6,030
-4% -$200K 1.18% 17
2023
Q1 		$4.69M Sell
168,780
-24,800
-13% -$537K 0.82% 18
2022
Q4 		$2.83M Buy
193,580
+1,860
+1% +$27.3K 0.54% 20
2022
Q3 		$2.33M Sell
191,720
-7,840
-4% -$124K 0.43% 24
2022
Q2 		$3.03M Buy
199,560
+100,250
+101% +$1.89M 0.55% 19
2022
Q1 		$2.71M Buy
99,310
+10,050
+11% +$252K 1.17% 17
2021
Q4 		$2.63M Buy
+89,260
New +$2.46M 1.13% 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

Guardian Wealth Advisors (North Carolina)'s NVDA Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its NVIDIA (NVDA) stake by 2.1% in Q1 2026, selling an estimated $762K and leaving 198,148 shares worth $34.6M. The position accounts for 2.18% of the portfolio, ranked #11.

Guardian Wealth Advisors (North Carolina) first reported a position in NVDA in Q4 2021 and has held it in 18 quarters since. The position peaked at $37.7M in Q4 2025. 5,829 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 198,148 shares of NVIDIA worth $34.6M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 4,151 NVIDIA shares in Q1 2026, an estimated $762K.
  • NVIDIA made up 2.18% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #11 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in NVIDIA in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s NVIDIA position peaked at $37.7M in Q4 2025.
  • 5,829 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.