Lido Advisors’s NVIDIA NVDA Stock Holding History

Lido 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	$2.51M	Sell	14,400 -8,500	-37%	-$1.56M	0.01%	647
2025 Q4	$4.27M	Hold	22,900	–	–	0.01%	503
2025 Q3	$4.27M	Sell	22,900 -19,900	-46%	-$3.47M	0.01%	479
2025 Q2	$6.76M	Buy	42,800 +32,400	+312%	+$4.08M	0.03%	309
2025 Q1	$1.13M	Sell	10,400 -5,800	-36%	-$735K	0.01%	727
2024 Q4	$2.18M	Sell	16,200 -700	-4%	-$96.5K	0.01%	502
2024 Q3	$2.05M	Buy	16,900 +8,400	+99%	+$992K	0.01%	457
2024 Q2	$1.05M	Sell	8,500 -5,500	-39%	-$556K	0.01%	647
2024 Q1	$1.26M	Buy	14,000 +6,000	+75%	+$435K	0.01%	563
2023 Q4	$396K	Buy	8,000 +7,000	+700%	+$324K	﹤0.01%	932
2023 Q3	$43.5K	Sell	1,000 -3,000	-75%	-$134K	﹤0.01%	1174
2023 Q2	$169K	Sell	4,000 -40,000	-91%	-$1.33M	﹤0.01%	1114
2023 Q1	$1.22M	Sell	44,000 -28,000	-39%	-$606K	0.01%	431
2022 Q4	$1.05M	Buy	72,000 +50,000	+227%	+$733K	0.01%	403
2022 Q3	$267K	Hold	22,000	–	–	﹤0.01%	796
2022 Q2	$333K	Buy	22,000 +10,000	+83%	+$189K	﹤0.01%	694
2022 Q1	$327K	Buy	+12,000	New	+$301K	﹤0.01%	779
2021 Q2	–	Sell	-16,000	Closed	-$213K	–	937
2021 Q1	$213K	Hold	16,000	–	–	﹤0.01%	788
2020 Q4	$208K	Buy	+16,000	New	+$214K	﹤0.01%	757

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

Lido Advisors's NVDA Position: Q1 2026 in Review

Lido Advisors increased its NVIDIA (NVDA) stake by 0.78% in Q1 2026, buying an estimated $7.63M and bringing the position to 5,384,910 shares worth $939M. The position accounts for 2.87% of the portfolio, ranked #7.

Lido Advisors first reported a position in NVDA in Q2 2016 and has held it in 40 quarters since. The position peaked at $997M in Q4 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Lido Advisors held 5,384,910 shares of NVIDIA worth $939M as of Q1 2026.
Lido Advisors bought 41,589 NVIDIA shares in Q1 2026, an estimated $7.63M.
NVIDIA made up 2.87% of Lido Advisors's portfolio in Q1 2026, its #7 holding.
Lido Advisors first reported a position in NVIDIA in Q2 2016 and has held it in 40 quarters since.
Lido Advisors's NVIDIA position peaked at $997M in Q4 2025.
5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.