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	$109M	Sell	623,000 -69,600	-10%	-$12.8M	0.33%	46
2025 Q4	$129M	Buy	692,600 +10,500	+2%	+$1.95M	0.39%	38
2025 Q3	$127M	Buy	682,100 +11,000	+2%	+$1.92M	0.4%	37
2025 Q2	$106M	Buy	671,100 +273,000	+69%	+$34.4M	0.41%	36
2025 Q1	$43.1M	Sell	398,100 -22,700	-5%	-$2.88M	0.19%	71
2024 Q4	$56.5M	Sell	420,800 -5,700	-1%	-$786K	0.26%	53
2024 Q3	$51.8M	Buy	426,500 +187,000	+78%	+$22.1M	0.26%	40
2024 Q2	$29.6M	Sell	239,500 -60,500	-20%	-$6.12M	0.16%	63
2024 Q1	$27.1M	Sell	300,000 -27,000	-8%	-$1.96M	0.16%	66
2023 Q4	$16.2M	Buy	327,000 +8,000	+3%	+$371K	0.11%	100
2023 Q3	$13.9M	Buy	319,000 +114,000	+56%	+$5.11M	0.11%	109
2023 Q2	$8.67M	Buy	205,000 +105,000	+105%	+$3.49M	0.06%	159
2023 Q1	$2.78M	Sell	100,000 -5,000	-5%	-$108K	0.03%	284
2022 Q4	$1.53M	Buy	105,000 +49,000	+88%	+$719K	0.02%	332
2022 Q3	$679K	Hold	56,000	–	–	0.01%	463
2022 Q2	$848K	Sell	56,000 -1,000	-2%	-$18.9K	0.01%	391
2022 Q1	$1.55M	Buy	57,000 +32,000	+128%	+$803K	0.02%	299
2021 Q4	$735K	Buy	+25,000	New	+$688K	0.01%	492
2020 Q4	–	Sell	-88,000	Closed	-$1.19M	–	843
2020 Q3	$1.19M	Hold	88,000	–	–	0.03%	231
2020 Q2	$835K	Hold	88,000	–	–	0.03%	272
2020 Q1	$579K	Buy	+88,000	New	+$555K	0.02%	301

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.