Horizon Family Wealth’s NVIDIA NVDA Stock Holding History

Horizon Family Wealth’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	$1.96M	Sell	11,230 -651	-5%	-$119K	1.03%	25
2025 Q4	$2.22M	Sell	11,881 -19	-0.2%	-$3.54K	1.18%	22
2025 Q3	$2.22M	Sell	11,900 -422	-3%	-$73.6K	1.28%	21
2025 Q2	$1.95M	Buy	12,322 +24	+0.2%	+$3.02K	1.19%	21
2025 Q1	$1.33M	Sell	12,298 -92	-0.7%	-$11.7K	0.89%	23
2024 Q4	$1.66M	Sell	12,390 -179	-1%	-$24.7K	1.11%	20
2024 Q3	$1.53M	Sell	12,569 -121	-1%	-$14.3K	1.09%	21
2024 Q2	$1.57M	Hold	12,690	–	–	1.19%	18
2024 Q1	$1.15M	Buy	12,690 +5,680	+81%	+$412K	0.88%	23
2023 Q4	$347K	Buy	7,010 +10	+0.1%	+$463	0.29%	43
2023 Q3	$305K	Hold	7,000	–	–	0.3%	44
2023 Q2	$296K	Buy	+7,000	New	+$232K	0.28%	45

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

Horizon Family Wealth's NVDA Position: Q1 2026 in Review

Horizon Family Wealth reduced its NVIDIA (NVDA) stake by 5.5% in Q1 2026, selling an estimated $119K and leaving 11,230 shares worth $1.96M. The position accounts for 1.03% of the portfolio, ranked #25.

Horizon Family Wealth first reported a position in NVDA in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.22M in Q3 2025. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Horizon Family Wealth held 11,230 shares of NVIDIA worth $1.96M as of Q1 2026.
Horizon Family Wealth sold 651 NVIDIA shares in Q1 2026, an estimated $119K.
NVIDIA made up 1.03% of Horizon Family Wealth's portfolio in Q1 2026, its #25 holding.
Horizon Family Wealth first reported a position in NVIDIA in Q2 2023 and has held it in 12 quarters since.
Horizon Family Wealth's NVIDIA position peaked at $2.22M in Q3 2025.
5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.