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McLean Asset Management’s NVIDIA NVDA Stock Holding History

McLean Asset 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 		$8.71M Sell
49,919
-272
-0.5% -$49.9K 1.52% 17
2025
Q4 		$9.19M Buy
50,191
+2,145
+4% +$399K 1.65% 16
2025
Q3 		$8.91M Buy
48,046
+400
+0.8% +$69.7K 1.84% 16
2025
Q2 		$7.49M Buy
47,646
+904
+2% +$114K 1.97% 16
2025
Q1 		$4.5M Sell
46,742
-1,187
-2% -$150K 1.49% 19
2024
Q4 		$6.44M Buy
47,929
+1,157
+2% +$159K 1.93% 14
2024
Q3 		$5.84M Buy
46,772
+27,486
+143% +$3.25M 1.76% 15
2024
Q2 		$2.6M Buy
19,286
+1,336
+7% +$135K 0.84% 23
2024
Q1 		$1.53M Buy
17,950
+220
+1% +$15.9K 0.52% 29
2023
Q4 		$871K Buy
17,730
+1,860
+12% +$86.2K 0.33% 42
2023
Q3 		$727K Buy
15,870
+10
+0.1% +$448 0.3% 47
2023
Q2 		$671K Sell
15,860
-21,070
-57% -$700K 0.26% 51
2023
Q1 		$1.03M Buy
36,930
+20,900
+130% +$452K 0.42% 33
2022
Q4 		$234K Sell
16,030
-2,490
-13% -$36.5K 0.08% 122
2022
Q3 		$224K Sell
18,520
-1,030
-5% -$16.3K 0.09% 114
2022
Q2 		$296K Sell
19,550
-120
-0.6% -$2.27K 0.12% 86
2022
Q1 		$537K Buy
19,670
+1,190
+6% +$29.8K 0.4% 48
2021
Q4 		$517K Buy
18,480
+8,480
+85% +$233K 0.2% 52
2021
Q3 		$247K Buy
+10,000
New +$208K 0.09% 113

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

McLean Asset Management's NVDA Position: Q1 2026 in Review

McLean Asset Management reduced its NVIDIA (NVDA) stake by 0.54% in Q1 2026, selling an estimated $49.9K and leaving 49,919 shares worth $8.71M. The position accounts for 1.52% of the portfolio, ranked #17.

McLean Asset Management first reported a position in NVDA in Q3 2021 and has held it in 19 quarters since. The position peaked at $9.19M in Q4 2025. 5,831 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • McLean Asset Management held 49,919 shares of NVIDIA worth $8.71M as of Q1 2026.
  • McLean Asset Management sold 272 NVIDIA shares in Q1 2026, an estimated $49.9K.
  • NVIDIA made up 1.52% of McLean Asset Management's portfolio in Q1 2026, its #17 holding.
  • McLean Asset Management first reported a position in NVIDIA in Q3 2021 and has held it in 19 quarters since.
  • McLean Asset Management's NVIDIA position peaked at $9.19M in Q4 2025.
  • 5,831 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.