Long Island Wealth Management’s NVIDIA NVDA Stock Holding History

Long Island Wealth Management’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	$839K	Buy	4,810 +180	+4%	+$33K	0.39%	45
2025 Q4	$863K	Buy	4,630 +25	+0.5%	+$4.65K	0.41%	47
2025 Q3	$859K	Sell	4,605 -100	-2%	-$17.4K	0.42%	46
2025 Q2	$743K	Buy	4,705 +2,735	+139%	+$344K	0.39%	49
2025 Q1	$214K	Hold	1,970	–	–	0.13%	74
2024 Q4	$265K	Hold	1,970	–	–	0.17%	66
2024 Q3	$239K	Sell	1,970 -2,100	-52%	-$248K	0.16%	65
2024 Q2	$503K	Buy	4,070 +1,040	+34%	+$105K	0.35%	52
2024 Q1	$274K	Sell	3,030 -4,300	-59%	-$312K	0.19%	65
2023 Q4	$363K	Buy	+7,330	New	+$340K	0.26%	58

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

Long Island Wealth Management's NVDA Position: Q1 2026 in Review

Long Island Wealth Management increased its NVIDIA (NVDA) stake by 3.9% in Q1 2026, buying an estimated $33K and bringing the position to 4,810 shares worth $839K. The position accounts for 0.39% of the portfolio, ranked #45.

Long Island Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. The position peaked at $863K in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Long Island Wealth Management held 4,810 shares of NVIDIA worth $839K as of Q1 2026.
Long Island Wealth Management bought 180 NVIDIA shares in Q1 2026, an estimated $33K.
NVIDIA made up 0.39% of Long Island Wealth Management's portfolio in Q1 2026, its #45 holding.
Long Island Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
Long Island Wealth Management's NVIDIA position peaked at $863K in Q4 2025.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.