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Horizon Wealth Management’s NVIDIA NVDA Stock Holding History

Horizon Wealth Management’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 		$6.33M Sell
36,316
-1,218
-3% -$223K 0.93% 29
2025
Q4 		$7M Buy
37,534
+299
+0.8% +$55.7K 1.09% 21
2025
Q3 		$6.95M Buy
37,235
+102
+0.3% +$17.8K 1.02% 23
2025
Q2 		$5.87M Sell
37,133
-5,929
-14% -$746K 1.03% 20
2025
Q1 		$4.67M Buy
43,062
+1,975
+5% +$250K 0.79% 20
2024
Q4 		$5.52M Buy
41,087
+3,389
+9% +$467K 0.96% 18
2024
Q3 		$4.58M Buy
37,698
+724
+2% +$85.5K 0.91% 18
2024
Q2 		$4.57M Buy
36,974
+6,064
+20% +$613K 1.09% 16
2024
Q1 		$2.79M Buy
30,910
+13,910
+82% +$1.01M 0.73% 18
2023
Q4 		$842K Buy
17,000
+5,420
+47% +$251K 0.23% 29
2023
Q3 		$504K Buy
11,580
+2,460
+27% +$110K 0.2% 35
2023
Q2 		$386K Sell
9,120
-110
-1% -$3.65K 0.15% 44
2023
Q1 		$256K Sell
9,230
-5,940
-39% -$129K 0.19% 55
2022
Q4 		$222K Sell
15,170
-3,290
-18% -$48.3K 0.18% 61
2022
Q3 		$224K Sell
18,460
-382,630
-95% -$6.05M 0.16% 59
2022
Q2 		$6.08M Sell
401,090
-2,440
-0.6% -$46.1K 2.52% 14
2022
Q1 		$11M Buy
403,530
+5,090
+1% +$128K 3.42% 9
2021
Q4 		$11.7M Buy
+398,440
New +$11M 3.42% 9

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

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

Horizon Wealth Management reduced its NVIDIA (NVDA) stake by 3.2% in Q1 2026, selling an estimated $223K and leaving 36,316 shares worth $6.33M. The position accounts for 0.93% of the portfolio, ranked #29.

Horizon Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.7M in Q4 2021. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Horizon Wealth Management held 36,316 shares of NVIDIA worth $6.33M as of Q1 2026.
  • Horizon Wealth Management sold 1,218 NVIDIA shares in Q1 2026, an estimated $223K.
  • NVIDIA made up 0.93% of Horizon Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Horizon Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 18 quarters since.
  • Horizon Wealth Management's NVIDIA position peaked at $11.7M in Q4 2021.
  • 5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.