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Monte Financial Group’s NVIDIA NVDA Stock Holding History

Monte Financial 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 		$1.87M Buy
10,737
+1,007
+10% +$185K 0.67% 44
2025
Q4 		$1.81M Sell
9,730
-3,604
-27% -$671K 0.68% 44
2025
Q3 		$2.49M Sell
13,334
-336
-2% -$58.6K 0.91% 39
2025
Q2 		$2.16M Buy
13,670
+244
+2% +$30.7K 0.84% 39
2025
Q1 		$1.36M Buy
13,426
+2,588
+24% +$328K 0.6% 46
2024
Q4 		$1.46M Sell
10,838
-196
-2% -$27K 0.62% 42
2024
Q3 		$1.34M Sell
11,034
-560
-5% -$66.1K 0.56% 47
2024
Q2 		$1.43M Sell
11,594
-2,116
-15% -$214K 0.63% 41
2024
Q1 		$1.24M Sell
13,710
-4,080
-23% -$296K 0.54% 47
2023
Q4 		$881K Buy
17,790
+480
+3% +$22.2K 0.41% 59
2023
Q3 		$753K Sell
17,310
-10,180
-37% -$456K 0.38% 60
2023
Q2 		$1.16M Sell
27,490
-12,070
-31% -$401K 0.57% 42
2023
Q1 		$1.1M Buy
39,560
+1,780
+5% +$38.5K 0.58% 39
2022
Q4 		$552K Buy
37,780
+5,670
+18% +$83.2K 0.28% 64
2022
Q3 		$390K Buy
32,110
+780
+2% +$12.3K 0.24% 69
2022
Q2 		$475K Buy
31,330
+2,790
+10% +$52.7K 0.28% 67
2022
Q1 		$779K Sell
28,540
-3,810
-12% -$95.6K 0.41% 48
2021
Q4 		$951K Sell
32,350
-2,910
-8% -$80.1K 0.5% 42
2021
Q3 		$730K Sell
35,260
-100
-0.3% -$2.08K 0.42% 47
2021
Q2 		$707K Sell
35,360
-5,560
-14% -$89.1K 0.4% 47
2021
Q1 		$546K Sell
40,920
-10,560
-21% -$142K 0.33% 53
2020
Q4 		$672K Sell
51,480
-2,720
-5% -$36.4K 0.46% 49
2020
Q3 		$733K Sell
54,200
-29,560
-35% -$344K 0.55% 43
2020
Q2 		$796K Sell
83,760
-8,560
-9% -$69.3K 0.63% 39
2020
Q1 		$608K Sell
92,320
-10,680
-10% -$67.4K 0.59% 39
2019
Q4 		$606K Sell
103,000
-720
-0.7% -$3.75K 0.45% 48
2019
Q3 		$451K Buy
+103,720
New +$436K 0.36% 55

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

Monte Financial Group's NVDA Position: Q1 2026 in Review

Monte Financial Group increased its NVIDIA (NVDA) stake by 10% in Q1 2026, buying an estimated $185K and bringing the position to 10,737 shares worth $1.87M. The position accounts for 0.67% of the portfolio, ranked #44.

Monte Financial Group first reported a position in NVDA in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.49M in Q3 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Monte Financial Group held 10,737 shares of NVIDIA worth $1.87M as of Q1 2026.
  • Monte Financial Group bought 1,007 NVIDIA shares in Q1 2026, an estimated $185K.
  • NVIDIA made up 0.67% of Monte Financial Group's portfolio in Q1 2026, its #44 holding.
  • Monte Financial Group first reported a position in NVIDIA in Q3 2019 and has held it in 27 quarters since.
  • Monte Financial Group's NVIDIA position peaked at $2.49M in Q3 2025.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Monte Financial Group's 13F filing for Q1 2026, filed 14 May 2026.