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Helium Advisors’s NVIDIA NVDA Stock Holding History

Helium 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 		$2.51M Sell
14,370
-934
-6% -$171K 2.38% 11
2025
Q4 		$2.85M Sell
15,304
-1,721
-10% -$320K 2.89% 9
2025
Q3 		$3.18M Sell
17,025
-1,365
-7% -$238K 2.65% 9
2025
Q2 		$2.91M Sell
18,390
-1,244
-6% -$157K 1.84% 14
2025
Q1 		$2.13M Buy
19,634
+1,411
+8% +$179K 1.55% 15
2024
Q4 		$2.45M Buy
+18,223
New +$2.51M 1.94% 11

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

Helium Advisors's NVDA Position: Q1 2026 in Review

Helium Advisors reduced its NVIDIA (NVDA) stake by 6.1% in Q1 2026, selling an estimated $171K and leaving 14,370 shares worth $2.51M. The position accounts for 2.38% of the portfolio, ranked #11.

Helium Advisors first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.18M in Q3 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Helium Advisors held 14,370 shares of NVIDIA worth $2.51M as of Q1 2026.
  • Helium Advisors sold 934 NVIDIA shares in Q1 2026, an estimated $171K.
  • NVIDIA made up 2.38% of Helium Advisors's portfolio in Q1 2026, its #11 holding.
  • Helium Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • Helium Advisors's NVIDIA position peaked at $3.18M in Q3 2025.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.