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Klingman & Associates’s NVIDIA NVDA Stock Holding History

Klingman & Associates’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 		$11.7M Buy
66,895
+2,581
+4% +$474K 0.56% 34
2025
Q4 		$12M Buy
64,314
+3,025
+5% +$563K 0.58% 35
2025
Q3 		$11.4M Buy
61,289
+7,902
+15% +$1.38M 0.58% 36
2025
Q2 		$8.43M Buy
53,387
+12,666
+31% +$1.59M 0.47% 36
2025
Q1 		$4.41M Buy
40,721
+3,392
+9% +$430K 0.27% 44
2024
Q4 		$5.01M Buy
37,329
+7,269
+24% +$1M 0.31% 41
2024
Q3 		$3.65M Buy
30,060
+5,269
+21% +$622K 0.23% 50
2024
Q2 		$3.06M Buy
24,791
+1,321
+6% +$134K 0.21% 52
2024
Q1 		$2.12M Sell
23,470
-630
-3% -$45.7K 0.15% 65
2023
Q4 		$1.19M Buy
24,100
+2,050
+9% +$95K 0.09% 83
2023
Q3 		$959K Buy
22,050
+6,550
+42% +$293K 0.08% 90
2023
Q2 		$656K Buy
15,500
+1,080
+7% +$35.9K 0.05% 114
2023
Q1 		$401K Sell
14,420
-1,140
-7% -$24.7K 0.03% 137
2022
Q4 		$227K Buy
+15,560
New +$228K 0.02% 185
2022
Q3 		– Sell
-13,660
Closed -$207K – 196
2022
Q2 		$207K Buy
13,660
+2,290
+20% +$43.2K 0.02% 183
2022
Q1 		$310K Buy
11,370
+990
+10% +$24.8K 0.03% 160
2021
Q4 		$305K Buy
+10,380
New +$286K 0.03% 143

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

Klingman & Associates's NVDA Position: Q1 2026 in Review

Klingman & Associates increased its NVIDIA (NVDA) stake by 4% in Q1 2026, buying an estimated $474K and bringing the position to 66,895 shares worth $11.7M. The position accounts for 0.56% of the portfolio, ranked #34.

Klingman & Associates first reported a position in NVDA in Q4 2021 and has held it in 17 quarters since. The position peaked at $12M in Q4 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Klingman & Associates held 66,895 shares of NVIDIA worth $11.7M as of Q1 2026.
  • Klingman & Associates bought 2,581 NVIDIA shares in Q1 2026, an estimated $474K.
  • NVIDIA made up 0.56% of Klingman & Associates's portfolio in Q1 2026, its #34 holding.
  • Klingman & Associates first reported a position in NVIDIA in Q4 2021 and has held it in 17 quarters since.
  • Klingman & Associates's NVIDIA position peaked at $12M in Q4 2025.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.