Mosaic Financial Group’s NVIDIA NVDA Stock Holding History

Mosaic 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	$1.56M	Buy	8,973 +113	+1%	+$20.7K	1.11%	21
2025 Q4	$1.65M	Buy	8,860 +312	+4%	+$58.1K	1.13%	20
2025 Q3	$1.59M	Hold	8,548	–	–	1.14%	21
2025 Q2	$1.35M	Buy	8,548 +1	+0%	+$126	1.03%	25
2025 Q1	$926K	Sell	8,547 -1,717	-17%	-$218K	0.75%	36
2024 Q4	$1.38M	Sell	10,264 -1,404	-12%	-$194K	0.99%	26
2024 Q3	$1.42M	Sell	11,668 -1,049	-8%	-$124K	1.01%	25
2024 Q2	$1.57M	Buy	12,717 +5,027	+65%	+$508K	1.13%	21
2024 Q1	$695K	Buy	+7,690	New	+$557K	0.56%	44

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mosaic Financial Group increased its NVIDIA (NVDA) stake by 1.3% in Q1 2026, buying an estimated $20.7K and bringing the position to 8,973 shares worth $1.56M. The position accounts for 1.11% of the portfolio, ranked #21.

Mosaic Financial Group first reported a position in NVDA in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.65M in Q4 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Mosaic Financial Group held 8,973 shares of NVIDIA worth $1.56M as of Q1 2026.
Mosaic Financial Group bought 113 NVIDIA shares in Q1 2026, an estimated $20.7K.
NVIDIA made up 1.11% of Mosaic Financial Group's portfolio in Q1 2026, its #21 holding.
Mosaic Financial Group first reported a position in NVIDIA in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's NVIDIA position peaked at $1.65M in Q4 2025.
5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.