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Mount Yale Investment Advisors’s NVIDIA NVDA Stock Holding History

Mount Yale Investment 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
2025
Q2 		– Sell
-3,000
Closed -$178K – 1510
2025
Q1 		$178K Hold
3,000
– – 0.02% 522
2024
Q4 		$263K Hold
3,000
– – 0.02% 474
2024
Q3 		$223K Hold
3,000
– – 0.02% 506
2024
Q2 		$236K Buy
+3,000
New +$303K 0.02% 492

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

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. 5,834 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.
  • 5,834 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.