MAMG
NVDA icon

Milestone Asset Management Group’s NVIDIA NVDA Stock Holding History

Milestone Asset Management Group’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 		$3.33M Sell
19,110
-35
-0.2% -$6.42K 1.95% 16
2025
Q4 		$3.57M Buy
19,145
+3,515
+22% +$654K 2.02% 17
2025
Q3 		$2.92M Sell
15,630
-109
-0.7% -$19K 1.83% 18
2025
Q2 		$2.49M Buy
15,739
+1,321
+9% +$166K 1.84% 18
2025
Q1 		$1.56M Buy
14,418
+819
+6% +$104K 1.41% 24
2024
Q4 		$1.83M Buy
+13,599
New +$1.87M 1.63% 20

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

Milestone Asset Management Group's NVDA Position: Q1 2026 in Review

Milestone Asset Management Group reduced its NVIDIA (NVDA) stake by 0.18% in Q1 2026, selling an estimated $6.42K and leaving 19,110 shares worth $3.33M. The position accounts for 1.95% of the portfolio, ranked #16.

Milestone Asset Management Group first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.57M in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Milestone Asset Management Group held 19,110 shares of NVIDIA worth $3.33M as of Q1 2026.
  • Milestone Asset Management Group sold 35 NVIDIA shares in Q1 2026, an estimated $6.42K.
  • NVIDIA made up 1.95% of Milestone Asset Management Group's portfolio in Q1 2026, its #16 holding.
  • Milestone Asset Management Group first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • Milestone Asset Management Group's NVIDIA position peaked at $3.57M in Q4 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.