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Monument Group Wealth Advisors’s NVIDIA NVDA Stock Holding History

Monument Group Wealth Advisors’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 		$313K Sell
1,797
-1,033
-37% -$190K 0.17% 27
2025
Q4 		$528K Buy
2,830
+850
+43% +$158K 0.29% 20
2025
Q3 		$369K Sell
1,980
-326
-14% -$56.8K 0.22% 27
2025
Q2 		$364K Buy
+2,306
New +$290K 0.23% 31

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

Monument Group Wealth Advisors's NVDA Position: Q1 2026 in Review

Monument Group Wealth Advisors reduced its NVIDIA (NVDA) stake by 37% in Q1 2026, selling an estimated $190K and leaving 1,797 shares worth $313K. The position accounts for 0.17% of the portfolio, ranked #27.

Monument Group Wealth Advisors first reported a position in NVDA in Q2 2025 and has held it in 4 quarters since. The position peaked at $528K in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Monument Group Wealth Advisors held 1,797 shares of NVIDIA worth $313K as of Q1 2026.
  • Monument Group Wealth Advisors sold 1,033 NVIDIA shares in Q1 2026, an estimated $190K.
  • NVIDIA made up 0.17% of Monument Group Wealth Advisors's portfolio in Q1 2026, its #27 holding.
  • Monument Group Wealth Advisors first reported a position in NVIDIA in Q2 2025 and has held it in 4 quarters since.
  • Monument Group Wealth Advisors's NVIDIA position peaked at $528K in Q4 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.