Mount Yale Investment Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $87.2M | Buy |
499,727
+277,903
| +125% | +$51M | 2.02% | 3 |
|
|
2025
Q4 | $41.4M | Buy |
221,824
+63,390
| +40% | +$11.8M | 1.99% | 5 |
|
|
2025
Q3 | $29.6M | Buy |
158,434
+67,029
| +73% | +$11.7M | 2.06% | 5 |
|
|
2025
Q2 | $14.3M | Buy |
91,405
+2,962
| +3% | +$373K | 1.11% | 13 |
|
|
2025
Q1 | $9.59M | Sell |
88,443
-638
| -0.7% | -$80.9K | 0.82% | 17 |
|
|
2024
Q4 | $12M | Buy |
89,081
+13,039
| +17% | +$1.8M | 0.97% | 12 |
|
|
2024
Q3 | $9.23M | Sell |
76,042
-14,098
| -16% | -$1.67M | 0.89% | 9 |
|
|
2024
Q2 | $11.1M | Buy |
90,140
+6,130
| +7% | +$620K | 0.88% | 14 |
|
|
2024
Q1 | $7.59M | Buy |
84,010
+8,720
| +12% | +$632K | 0.58% | 24 |
|
|
2023
Q4 | $3.73M | Sell |
75,290
-5,280
| -7% | -$245K | 0.35% | 68 |
|
|
2023
Q3 | $3.5M | Buy |
80,570
+8,060
| +11% | +$361K | 0.38% | 58 |
|
|
2023
Q2 | $3.07M | Sell |
72,510
-4,510
| -6% | -$150K | 0.32% | 71 |
|
|
2023
Q1 | $2.14M | Buy |
77,020
+39,390
| +105% | +$852K | 0.24% | 100 |
|
|
2022
Q4 | $550K | Buy |
37,630
+19,380
| +106% | +$284K | 0.06% | 269 |
|
|
2022
Q3 | $222K | Sell |
18,250
-11,820
| -39% | -$187K | 0.03% | 402 |
|
|
2022
Q2 | $456K | Sell |
30,070
-32,460
| -52% | -$613K | 0.06% | 299 |
|
|
2022
Q1 | $1.71M | Sell |
62,530
-5,190
| -8% | -$130K | 0.19% | 125 |
|
|
2021
Q4 | $1.99M | Buy |
67,720
+16,740
| +33% | +$461K | 0.21% | 117 |
|
|
2021
Q3 | $1.06M | Sell |
50,980
-12,060
| -19% | -$250K | 0.12% | 186 |
|
|
2021
Q2 | $1.26M | Buy |
63,040
+13,560
| +27% | +$217K | 0.15% | 140 |
|
|
2021
Q1 | $660K | Sell |
49,480
-160
| -0.3% | -$2.15K | 0.09% | 229 |
|
|
2020
Q4 | $648K | Sell |
49,640
-8,960
| -15% | -$120K | 0.09% | 223 |
|
|
2020
Q3 | $793K | Sell |
58,600
-36,200
| -38% | -$421K | 0.11% | 179 |
|
|
2020
Q2 | $900K | Sell |
94,800
-7,040
| -7% | -$57K | 0.16% | 137 |
|
|
2020
Q1 | $671K | Sell |
101,840
-200
| -0.2% | -$1.26K | 0.15% | 137 |
|
|
2019
Q4 | $603K | Sell |
102,040
-29,640
| -23% | -$154K | 0.1% | 165 |
|
|
2019
Q3 | $690K | Buy |
131,680
+50,200
| +62% | +$211K | 0.12% | 145 |
|
|
2019
Q2 | $313K | Buy |
+81,480
| New | +$338K | 0.06% | 259 |
|
|
2018
Q4 | – | Sell |
-6,120
| Closed | -$33K | – | 620 |
|
|
2018
Q3 | $33K | Sell |
6,120
-5,080
| -45% | -$33K | 0.01% | 684 |
|
|
2018
Q2 | $66K | Buy |
11,200
+4,000
| +56% | +$24.3K | 0.01% | 580 |
|
|
2018
Q1 | $42K | Buy |
+7,200
| New | +$42.3K | 0.01% | 643 |
|
Other funds holding NVDA
VCM
VPM
Mount Yale Investment Advisors's NVDA Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its NVIDIA (NVDA) stake by 125% in Q1 2026, buying an estimated $51M and bringing the position to 499,727 shares worth $87.2M. The position accounts for 2.02% of the portfolio, ranked #3.
Mount Yale Investment Advisors first reported a position in NVDA in Q1 2018 and has held it in 31 quarters since. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.
- Mount Yale Investment Advisors held 499,727 shares of NVIDIA worth $87.2M as of Q1 2026.
- Mount Yale Investment Advisors bought 277,903 NVIDIA shares in Q1 2026, an estimated $51M.
- NVIDIA made up 2.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #3 holding.
- Mount Yale Investment Advisors first reported a position in NVIDIA in Q1 2018 and has held it in 31 quarters since.
- 5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.