Investmark Advisory Group’s NVIDIA NVDA Stock Holding History

Investmark Advisory Group’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	$2.88M	Buy	16,504 +489	+3%	+$89.7K	1.23%	27
2025 Q4	$2.99M	Sell	16,015 -19	-0.1%	-$3.54K	1.27%	24
2025 Q3	$2.99M	Buy	16,034 +21	+0.1%	+$3.66K	1.3%	22
2025 Q2	$2.53M	Buy	16,013 +2,081	+15%	+$262K	1.19%	25
2025 Q1	$1.51M	Buy	13,932 +275	+2%	+$34.9K	0.75%	35
2024 Q4	$1.83M	Sell	13,657 -2,262	-14%	-$312K	0.9%	33
2024 Q3	$1.93M	Buy	15,919 +127	+0.8%	+$15K	0.94%	33
2024 Q2	$1.95M	Buy	15,792 +3,382	+27%	+$342K	1.04%	32
2024 Q1	$1.12M	Buy	12,410 +10	+0.1%	+$725	0.62%	41
2023 Q4	$614K	Hold	12,400	–	–	0.36%	57
2023 Q3	$539K	Sell	12,400 -350	-3%	-$15.7K	0.37%	56
2023 Q2	$539K	Hold	12,750	–	–	0.36%	51
2023 Q1	$354K	Buy	+12,750	New	+$276K	0.26%	69
2022 Q1	–	Sell	-3,100	Closed	-$91K	–	279
2021 Q4	$91K	Buy	+3,100	New	+$85.3K	0.09%	122

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

Investmark Advisory Group's NVDA Position: Q1 2026 in Review

Investmark Advisory Group increased its NVIDIA (NVDA) stake by 3.1% in Q1 2026, buying an estimated $89.7K and bringing the position to 16,504 shares worth $2.88M. The position accounts for 1.23% of the portfolio, ranked #27.

Investmark Advisory Group first reported a position in NVDA in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.99M in Q3 2025. 5,831 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Investmark Advisory Group held 16,504 shares of NVIDIA worth $2.88M as of Q1 2026.
Investmark Advisory Group bought 489 NVIDIA shares in Q1 2026, an estimated $89.7K.
NVIDIA made up 1.23% of Investmark Advisory Group's portfolio in Q1 2026, its #27 holding.
Investmark Advisory Group first reported a position in NVIDIA in Q4 2021 and has held it in 14 quarters since.
Investmark Advisory Group's NVIDIA position peaked at $2.99M in Q3 2025.
5,831 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.