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Oxford Wealth Group’s NVIDIA NVDA Stock Holding History

Oxford Wealth Group’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 		$2.94M Sell
16,852
-3,578
-18% -$656K 1.61% 27
2025
Q4 		$3.81M Buy
+20,430
New +$3.8M 1.85% 23
2024
Q4 		$3.63M Sell
27,050
-641
-2% -$88.4K 2.35% 10
2024
Q3 		$3.36M Sell
27,691
-6,834
-20% -$807K 2.74% 10
2024
Q2 		$4.27M Buy
34,525
+1,625
+5% +$164K 2.93% 6
2024
Q1 		$2.97M Buy
+32,900
New +$2.38M 2.71% 8

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

Oxford Wealth Group's NVDA Position: Q1 2026 in Review

Oxford Wealth Group reduced its NVIDIA (NVDA) stake by 18% in Q1 2026, selling an estimated $656K and leaving 16,852 shares worth $2.94M. The position accounts for 1.61% of the portfolio, ranked #27.

Oxford Wealth Group first reported a position in NVDA in Q1 2024 and has held it in 6 quarters since. The position peaked at $4.27M in Q2 2024. 5,837 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Oxford Wealth Group held 16,852 shares of NVIDIA worth $2.94M as of Q1 2026.
  • Oxford Wealth Group sold 3,578 NVIDIA shares in Q1 2026, an estimated $656K.
  • NVIDIA made up 1.61% of Oxford Wealth Group's portfolio in Q1 2026, its #27 holding.
  • Oxford Wealth Group first reported a position in NVIDIA in Q1 2024 and has held it in 6 quarters since.
  • Oxford Wealth Group's NVIDIA position peaked at $4.27M in Q2 2024.
  • 5,837 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.