Hillcrest Wealth Advisors’s NVIDIA NVDA Stock Holding History

Hillcrest 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	$475K	Sell	2,722 -3	-0.1%	-$550	0.19%	37
2025 Q4	$508K	Hold	2,725	–	–	0.22%	35
2025 Q3	$508K	Sell	2,725 -8	-0.3%	-$1.39K	0.23%	33
2025 Q2	$432K	Sell	2,733 -41	-1%	-$5.16K	0.2%	35
2025 Q1	$301K	Hold	2,774	–	–	0.15%	41
2024 Q4	$373K	Sell	2,774 -16	-0.6%	-$2.21K	0.18%	40
2024 Q3	$339K	Hold	2,790	–	–	0.17%	38
2024 Q2	$345K	Sell	2,790 -520	-16%	-$52.6K	0.19%	37
2024 Q1	$299K	Buy	+3,310	New	+$240K	0.16%	41

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

Hillcrest Wealth Advisors's NVDA Position: Q1 2026 in Review

Hillcrest Wealth Advisors reduced its NVIDIA (NVDA) stake by 0.11% in Q1 2026, selling an estimated $550 and leaving 2,722 shares worth $475K. The position accounts for 0.19% of the portfolio, ranked #37.

Hillcrest Wealth Advisors first reported a position in NVDA in Q1 2024 and has held it in 9 quarters since. The position peaked at $508K in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Hillcrest Wealth Advisors held 2,722 shares of NVIDIA worth $475K as of Q1 2026.
Hillcrest Wealth Advisors sold 3 NVIDIA shares in Q1 2026, an estimated $550.
NVIDIA made up 0.19% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #37 holding.
Hillcrest Wealth Advisors first reported a position in NVIDIA in Q1 2024 and has held it in 9 quarters since.
Hillcrest Wealth Advisors's NVIDIA position peaked at $508K in Q3 2025.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.