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Oakwell Private Wealth Management’s NVIDIA NVDA Stock Holding History

Oakwell Private 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 		$10.5M Buy
60,062
+576
+1% +$106K 1.87% 10
2025
Q4 		$11.1M Buy
59,486
+16,818
+39% +$3.13M 2.07% 9
2025
Q3 		$7.96M Sell
42,668
-234
-0.5% -$40.8K 1.6% 14
2025
Q2 		$6.78M Buy
42,902
+863
+2% +$109K 1.56% 14
2025
Q1 		$4.56M Buy
42,039
+3,622
+9% +$459K 1.26% 15
2024
Q4 		$5.16M Buy
38,417
+105
+0.3% +$14.5K 1.45% 14
2024
Q3 		$4.65M Sell
38,312
-530
-1% -$62.6K 1.34% 16
2024
Q2 		$4.8M Buy
38,842
+732
+2% +$74K 1.36% 15
2024
Q1 		$3.44M Buy
38,110
+1,350
+4% +$97.8K 1.05% 17
2023
Q4 		$1.82M Buy
36,760
+2,840
+8% +$132K 0.64% 22
2023
Q3 		$1.48M Buy
33,920
+480
+1% +$21.5K 0.63% 25
2023
Q2 		$1.41M Sell
33,440
-8,400
-20% -$279K 0.59% 27
2023
Q1 		$1.16M Sell
41,840
-1,710
-4% -$37K 0.53% 28
2022
Q4 		$636K Buy
43,550
+2,510
+6% +$36.8K 0.3% 33
2022
Q3 		$498K Buy
41,040
+170
+0.4% +$2.69K 0.28% 37
2022
Q2 		$620K Buy
40,870
+1,510
+4% +$28.5K 0.35% 34
2022
Q1 		$1.07M Buy
39,360
+3,200
+9% +$80.3K 0.54% 25
2021
Q4 		$1.06M Sell
36,160
-90
-0.2% -$2.48K 0.53% 25
2021
Q3 		$751K Sell
36,250
-17,150
-32% -$356K 0.41% 30
2021
Q2 		$1.07M Buy
53,400
+3,040
+6% +$48.7K 0.69% 25
2021
Q1 		$672K Buy
50,360
+2,120
+4% +$28.5K 0.48% 35
2020
Q4 		$630K Buy
+48,240
New +$646K 0.5% 33

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

Oakwell Private Wealth Management's NVDA Position: Q1 2026 in Review

Oakwell Private Wealth Management increased its NVIDIA (NVDA) stake by 0.97% in Q1 2026, buying an estimated $106K and bringing the position to 60,062 shares worth $10.5M. The position accounts for 1.87% of the portfolio, ranked #10.

Oakwell Private Wealth Management first reported a position in NVDA in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.1M in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Oakwell Private Wealth Management held 60,062 shares of NVIDIA worth $10.5M as of Q1 2026.
  • Oakwell Private Wealth Management bought 576 NVIDIA shares in Q1 2026, an estimated $106K.
  • NVIDIA made up 1.87% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Oakwell Private Wealth Management first reported a position in NVIDIA in Q4 2020 and has held it in 22 quarters since.
  • Oakwell Private Wealth Management's NVIDIA position peaked at $11.1M in Q4 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.