NewEdge Wealth’s NVIDIA NVDA Stock Holding History

NewEdge Wealth’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	$105K	Buy	+600	New	+$110K	﹤0.01%	1104

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

NewEdge Wealth's NVDA Position: Q1 2026 in Review

NewEdge Wealth reduced its NVIDIA (NVDA) stake by 8% in Q1 2026, selling an estimated $21.8M and leaving 1,372,227 shares worth $239M. The position accounts for 2.85% of the portfolio, ranked #4.

NewEdge Wealth first reported a position in NVDA in Q1 2021 and has held it in 21 quarters since. The position peaked at $278M in Q4 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

NewEdge Wealth held 1,372,227 shares of NVIDIA worth $239M as of Q1 2026.
NewEdge Wealth sold 118,645 NVIDIA shares in Q1 2026, an estimated $21.8M.
NVIDIA made up 2.85% of NewEdge Wealth's portfolio in Q1 2026, its #4 holding.
NewEdge Wealth first reported a position in NVIDIA in Q1 2021 and has held it in 21 quarters since.
NewEdge Wealth's NVIDIA position peaked at $278M in Q4 2025.
5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.