IFA
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Independence Financial Advisors’s NVIDIA NVDA Stock Holding History

Independence Financial 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 		– Sell
-2,084
Closed -$389K – 54
2025
Q4 		$389K Sell
2,084
-526
-20% -$97.9K 0.11% 43
2025
Q3 		$487K Buy
2,610
+3
+0.1% +$523 0.15% 40
2025
Q2 		$412K Buy
2,607
+11
+0.4% +$1.38K 0.16% 41
2025
Q1 		$281K Buy
+2,596
New +$329K 0.11% 41

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Independence Financial Advisors's NVDA Position: Q1 2026 in Review

Independence Financial Advisors sold out of NVIDIA (NVDA) in Q1 2026, closing a stake of 2,084 shares — an estimated $389K sold.

Independence Financial Advisors first reported a position in NVDA in Q1 2025 and held it in 4 quarters. The position peaked at $487K in Q3 2025. 5,855 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Independence Financial Advisors reported no remaining NVIDIA position as of Q1 2026 after selling out during the quarter.
  • Independence Financial Advisors sold 2,084 NVIDIA shares in Q1 2026, an estimated $389K.
  • Independence Financial Advisors first reported a position in NVIDIA in Q1 2025 and held it in 4 quarters.
  • Independence Financial Advisors's NVIDIA position peaked at $487K in Q3 2025.
  • 5,855 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Independence Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.