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Montis Financial’s NVIDIA NVDA Stock Holding History

Montis Financial’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 		$668K Buy
3,829
+1,253
+49% +$230K 0.14% 77
2025
Q4 		$480K Sell
2,576
-61
-2% -$11.4K 0.1% 100
2025
Q3 		$492K Sell
2,637
-2,058
-44% -$359K 0.11% 106
2025
Q2 		$742K Sell
4,695
-225
-5% -$28.3K 0.21% 67
2025
Q1 		$533K Sell
4,920
-965
-16% -$122K 0.16% 87
2024
Q4 		$790K Sell
5,885
-617
-9% -$85K 0.24% 59
2024
Q3 		$790K Buy
6,502
+377
+6% +$44.5K 0.28% 43
2024
Q2 		$757K Buy
6,125
+1,145
+23% +$116K 0.35% 35
2024
Q1 		$450K Sell
4,980
-1,260
-20% -$91.3K 0.21% 50
2023
Q4 		$309K Hold
6,240
– – 0.18% 53
2023
Q3 		$272K Buy
6,240
+1,000
+19% +$44.8K 0.18% 56
2023
Q2 		$222K Buy
+5,240
New +$174K 0.15% 58
2022
Q2 		– Sell
-11,020
Closed -$301K – 66
2022
Q1 		$301K Sell
11,020
-1,400
-11% -$35.1K 0.24% 46
2021
Q4 		$365K Sell
12,420
-40
-0.3% -$1.1K 0.26% 44
2021
Q3 		$246K Buy
12,460
+700
+6% +$14.5K 0.21% 53
2021
Q2 		$235K Buy
+11,760
New +$189K 0.19% 63

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

Montis Financial's NVDA Position: Q1 2026 in Review

Montis Financial increased its NVIDIA (NVDA) stake by 49% in Q1 2026, buying an estimated $230K and bringing the position to 3,829 shares worth $668K. The position accounts for 0.14% of the portfolio, ranked #77.

Montis Financial first reported a position in NVDA in Q2 2021 and has held it in 16 quarters since. The position peaked at $790K in Q4 2024. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Montis Financial held 3,829 shares of NVIDIA worth $668K as of Q1 2026.
  • Montis Financial bought 1,253 NVIDIA shares in Q1 2026, an estimated $230K.
  • NVIDIA made up 0.14% of Montis Financial's portfolio in Q1 2026, its #77 holding.
  • Montis Financial first reported a position in NVIDIA in Q2 2021 and has held it in 16 quarters since.
  • Montis Financial's NVIDIA position peaked at $790K in Q4 2024.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.