Novak & Powell Financial Services’s NVIDIA NVDA Stock Holding History

Novak & Powell Financial Services’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	$2.75M	Sell	15,783 -2,010	-11%	-$369K	1.48%	15
2025 Q4	$3.32M	Buy	17,793 +746	+4%	+$139K	1.73%	13
2025 Q3	$3.18M	Sell	17,047 -6,187	-27%	-$1.08M	1.67%	13
2025 Q2	$3.67M	Buy	23,234 +366	+2%	+$46.1K	2.55%	9
2025 Q1	$2.48M	Sell	22,868 -46	-0.2%	-$5.83K	1.54%	16
2024 Q4	$3.08M	Sell	22,914 -352	-2%	-$48.5K	1.83%	13
2024 Q3	$2.83M	Buy	23,266 +293	+1%	+$34.6K	1.64%	14
2024 Q2	$2.84M	Buy	22,973 +493	+2%	+$49.8K	1.76%	14
2024 Q1	$2.03M	Buy	22,480 +40	+0.2%	+$2.9K	1.52%	13
2023 Q4	$1.11M	Buy	+22,440	New	+$1.04M	0.74%	37

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

Novak & Powell Financial Services's NVDA Position: Q1 2026 in Review

Novak & Powell Financial Services reduced its NVIDIA (NVDA) stake by 11% in Q1 2026, selling an estimated $369K and leaving 15,783 shares worth $2.75M. The position accounts for 1.48% of the portfolio, ranked #15.

Novak & Powell Financial Services first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.67M in Q2 2025. 5,830 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Novak & Powell Financial Services held 15,783 shares of NVIDIA worth $2.75M as of Q1 2026.
Novak & Powell Financial Services sold 2,010 NVIDIA shares in Q1 2026, an estimated $369K.
NVIDIA made up 1.48% of Novak & Powell Financial Services's portfolio in Q1 2026, its #15 holding.
Novak & Powell Financial Services first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's NVIDIA position peaked at $3.67M in Q2 2025.
5,830 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.