IAA
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Independent Advisor Alliance’s NVIDIA NVDA Stock Holding History

Independent Advisor Alliance’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 		$364M Sell
2,086,679
-153,423
-7% -$28.1M 3.9% 1
2025
Q4 		$418M Buy
2,240,102
+408,888
+22% +$76.1M 10.15% 1
2025
Q3 		$342M Buy
1,831,214
+38,948
+2% +$6.79M 8.88% 1
2025
Q2 		$283M Buy
1,792,266
+100,179
+6% +$12.6M 8.16% 1
2025
Q1 		$183M Buy
1,692,087
+111,746
+7% +$14.2M 6.06% 2
2024
Q4 		$212M Buy
1,580,341
+411,883
+35% +$56.8M 2.81% 2
2024
Q3 		$142M Sell
1,168,458
-27,084
-2% -$3.2M 5.16% 3
2024
Q2 		$148M Buy
1,195,542
+91,092
+8% +$9.21M 5.06% 2
2024
Q1 		$99.8M Buy
1,104,450
+12,870
+1% +$933K 3.6% 6
2023
Q4 		$54.1M Buy
1,091,580
+107,970
+11% +$5M 1.95% 8
2023
Q3 		$42.8M Buy
983,610
+9,160
+0.9% +$410K 1.94% 6
2023
Q2 		$41.2M Buy
974,450
+27,940
+3% +$928K 1.82% 6
2023
Q1 		$26.3M Buy
946,510
+48,590
+5% +$1.05M 1.27% 11
2022
Q4 		$357K Buy
897,920
+62,380
+7% +$915K 0.12% 98
2022
Q3 		$10.1M Buy
835,540
+1,990
+0.2% +$31.5K 0.59% 39
2022
Q2 		$12.6M Sell
833,550
-206,280
-20% -$3.89M 0.71% 31
2022
Q1 		$28.4M Buy
1,039,830
+307,790
+42% +$7.72M 1.37% 8
2021
Q4 		$21.5M Sell
732,040
-240,180
-25% -$6.61M 1.06% 14
2021
Q3 		$20.1M Buy
972,220
+116,580
+14% +$2.42M 1.12% 13
2021
Q2 		$17.1M Buy
855,640
+246,480
+40% +$3.95M 0.94% 16
2021
Q1 		$8.13M Sell
609,160
-116,040
-16% -$1.56M 0.48% 55
2020
Q4 		$9.47M Sell
725,200
-426,120
-37% -$5.7M 0.64% 36
2020
Q3 		$15.5M Sell
1,151,320
-218,720
-16% -$2.54M 1.18% 11
2020
Q2 		$13.1M Buy
1,370,040
+657,240
+92% +$5.32M 1.4% 9
2020
Q1 		$4.7M Buy
712,800
+321,760
+82% +$2.03M 0.68% 30
2019
Q4 		$2.3M Buy
391,040
+24,920
+7% +$130K 0.1% 218
2019
Q3 		$1.59M Sell
366,120
-41,840
-10% -$176K 0.19% 106
2019
Q2 		$1.68M Sell
407,960
-12,880
-3% -$53.4K 0.24% 86
2019
Q1 		$1.89M Sell
420,840
-138,000
-25% -$536K 0.27% 85
2018
Q4 		$1.86M Buy
558,840
+558,760
+698,450% +$2.67M 0.33% 71
2018
Q3 		$0 Sell
80
-813,400
-100% -$5.29M ﹤0.01% 398
2018
Q2 		$4.8M Buy
813,480
+30,400
+4% +$185K 1% 24
2018
Q1 		$4.33M Buy
783,080
+388,520
+98% +$2.28M 0.96% 26
2017
Q4 		$2.19M Buy
394,560
+325,960
+475% +$1.62M 0.49% 47
2017
Q3 		$318K Sell
68,600
-314,200
-82% -$1.31M 0.09% 206
2017
Q2 		$1.47M Buy
382,800
+238,960
+166% +$759K 0.47% 67
2017
Q1 		$360K Buy
143,840
+64,440
+81% +$171K 0.06% 269
2016
Q4 		$206K Buy
+79,400
New +$166K 0.09% 173

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Independent Advisor Alliance's NVDA Position: Q1 2026 in Review

Independent Advisor Alliance reduced its NVIDIA (NVDA) stake by 6.8% in Q1 2026, selling an estimated $28.1M and leaving 2,086,679 shares worth $364M. The position accounts for 3.9% of the portfolio, ranked #1.

Independent Advisor Alliance first reported a position in NVDA in Q4 2016 and has held it in 38 quarters since. The position peaked at $418M in Q4 2025. 5,842 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Independent Advisor Alliance held 2,086,679 shares of NVIDIA worth $364M as of Q1 2026.
  • Independent Advisor Alliance sold 153,423 NVIDIA shares in Q1 2026, an estimated $28.1M.
  • NVIDIA made up 3.9% of Independent Advisor Alliance's portfolio in Q1 2026, its #1 holding.
  • Independent Advisor Alliance first reported a position in NVIDIA in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's NVIDIA position peaked at $418M in Q4 2025.
  • 5,842 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.