Icon Wealth Advisors’s NVIDIA NVDA Stock Holding History

Icon 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	$33M	Sell	157,670 -20,949	-12%	-$3.84M	2.14%	9
2025 Q4	$33.5M	Buy	178,619 +8,529	+5%	+$1.59M	2.23%	12
2025 Q3	$31.7M	Buy	170,090 +24,292	+17%	+$4.23M	2.15%	12
2025 Q2	$23M	Buy	145,798 +15,109	+12%	+$1.9M	1.64%	15
2025 Q1	$14.2M	Buy	130,689 +6,656	+5%	+$844K	1.17%	20
2024 Q4	$16.7M	Sell	124,033 -4,221	-3%	-$582K	1.37%	15
2024 Q3	$15.6M	Buy	128,254 +5,923	+5%	+$700K	1.3%	18
2024 Q2	$14.3M	Buy	122,331 +17,681	+17%	+$1.79M	1.27%	16
2024 Q1	$9.46M	Buy	104,650 +12,150	+13%	+$881K	0.88%	23
2023 Q4	$4.58M	Buy	+92,500	New	+$4.29M	0.48%	41
2022 Q4	$1.67M	Buy	113,950 +990	+0.9%	+$14.5K	0.19%	106
2022 Q3	$1.37M	Buy	+112,960	New	+$1.79M	0.17%	109

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

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

Icon Wealth Advisors reduced its NVIDIA (NVDA) stake by 12% in Q1 2026, selling an estimated $3.84M and leaving 157,670 shares worth $33M. The position accounts for 2.14% of the portfolio, ranked #9.

Icon Wealth Advisors first reported a position in NVDA in Q3 2022 and has held it in 12 quarters since. The position peaked at $33.5M in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Icon Wealth Advisors held 157,670 shares of NVIDIA worth $33M as of Q1 2026.
Icon Wealth Advisors sold 20,949 NVIDIA shares in Q1 2026, an estimated $3.84M.
NVIDIA made up 2.14% of Icon Wealth Advisors's portfolio in Q1 2026, its #9 holding.
Icon Wealth Advisors first reported a position in NVIDIA in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's NVIDIA position peaked at $33.5M in Q4 2025.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.