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High Net Worth Advisory Group’s NVIDIA NVDA Stock Holding History

High Net Worth Advisory Group’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 		$19.3M Sell
110,723
-854
-0.8% -$157K 4.5% 2
2025
Q4 		$20.8M Buy
111,577
+445
+0.4% +$82.8K 4.8% 2
2025
Q3 		$20.7M Sell
111,132
-665
-0.6% -$116K 4.99% 2
2025
Q2 		$17.7M Buy
111,797
+1,552
+1% +$195K 4.68% 2
2025
Q1 		$11.9M Buy
110,245
+573
+0.5% +$72.6K 3.37% 6
2024
Q4 		$14.7M Buy
109,672
+3,953
+4% +$545K 4.11% 3
2024
Q3 		$12.8M Sell
105,719
-3,480
-3% -$411K 3.52% 5
2024
Q2 		$13.5M Sell
109,199
-7,431
-6% -$751K 4.09% 3
2024
Q1 		$10.5M Sell
116,630
-930
-0.8% -$67.4K 3.32% 6
2023
Q4 		$5.82M Buy
117,560
+2,490
+2% +$115K 2.16% 9
2023
Q3 		$5.01M Buy
115,070
+1,830
+2% +$82K 2.01% 10
2023
Q2 		$4.79M Buy
113,240
+3,020
+3% +$100K 1.86% 10
2023
Q1 		$3.06M Sell
110,220
-1,500
-1% -$32.5K 1.25% 16
2022
Q4 		$1.63M Sell
111,720
-27,130
-20% -$398K 0.63% 41
2022
Q3 		$1.69M Buy
138,850
+6,490
+5% +$103K 0.72% 32
2022
Q2 		$2.01M Buy
132,360
+5,070
+4% +$95.7K 0.83% 29
2022
Q1 		$3.47M Sell
127,290
-10,670
-8% -$268K 1.26% 17
2021
Q4 		$4.06M Buy
+137,960
New +$3.8M 1.42% 15

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

High Net Worth Advisory Group's NVDA Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its NVIDIA (NVDA) stake by 0.77% in Q1 2026, selling an estimated $157K and leaving 110,723 shares worth $19.3M. The position accounts for 4.5% of the portfolio, ranked #2.

High Net Worth Advisory Group first reported a position in NVDA in Q4 2021 and has held it in 18 quarters since. The position peaked at $20.8M in Q4 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • High Net Worth Advisory Group held 110,723 shares of NVIDIA worth $19.3M as of Q1 2026.
  • High Net Worth Advisory Group sold 854 NVIDIA shares in Q1 2026, an estimated $157K.
  • NVIDIA made up 4.5% of High Net Worth Advisory Group's portfolio in Q1 2026, its #2 holding.
  • High Net Worth Advisory Group first reported a position in NVIDIA in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's NVIDIA position peaked at $20.8M in Q4 2025.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.