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Mowery & Schoenfeld Wealth Management’s NVIDIA NVDA Stock Holding History

Mowery & Schoenfeld Wealth Management’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 		$3.3M Sell
18,924
-5,979
-24% -$1.1M 5.04% 5
2025
Q4 		$4.64M Buy
24,903
+5,979
+32% +$1.11M 6.73% 2
2025
Q3 		$3.53M Sell
18,924
-368
-2% -$64.1K 6.06% 4
2025
Q2 		$3.05M Buy
19,292
+14,651
+316% +$1.84M 4.63% 6
2025
Q1 		$503K Buy
4,641
+226
+5% +$28.6K 0.99% 23
2024
Q4 		$593K Buy
4,415
+3,835
+661% +$529K 1.15% 18
2024
Q3 		$70.4K Hold
580
– – 0.11% 79
2024
Q2 		$71.7K Buy
580
+20
+4% +$2.02K 0.1% 79
2024
Q1 		$50.6K Hold
560
– – 0.1% 75
2023
Q4 		$27.7K Buy
+560
New +$26K 0.06% 89

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

Mowery & Schoenfeld Wealth Management's NVDA Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its NVIDIA (NVDA) stake by 24% in Q1 2026, selling an estimated $1.1M and leaving 18,924 shares worth $3.3M. The position accounts for 5.04% of the portfolio, ranked #5.

Mowery & Schoenfeld Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.64M in Q4 2025. 5,834 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 18,924 shares of NVIDIA worth $3.3M as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management sold 5,979 NVIDIA shares in Q1 2026, an estimated $1.1M.
  • NVIDIA made up 5.04% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
  • Mowery & Schoenfeld Wealth Management's NVIDIA position peaked at $4.64M in Q4 2025.
  • 5,834 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.