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Pine Harbor Wealth Management’s NVIDIA NVDA Stock Holding History

Pine Harbor 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 		$3.65M Sell
20,922
-2,313
-10% -$424K 1.09% 18
2025
Q4 		$4.33M Sell
23,235
-1,928
-8% -$359K 1.33% 17
2025
Q3 		$4.69M Sell
25,163
-274
-1% -$47.8K 1.51% 17
2025
Q2 		$4.02M Sell
25,437
-3,505
-12% -$441K 1.41% 16
2025
Q1 		$3.14M Sell
28,942
-829
-3% -$105K 1.26% 18
2024
Q4 		$4M Sell
29,771
-398
-1% -$54.9K 1.61% 16
2024
Q3 		$3.66M Sell
30,169
-9,411
-24% -$1.11M 1.82% 15
2024
Q2 		$4.89M Buy
39,580
+480
+1% +$48.5K 2.88% 10
2024
Q1 		$3.53M Hold
39,100
– – 2.22% 12
2023
Q4 		$1.94M Buy
+39,100
New +$1.81M 1.47% 16

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

Pine Harbor Wealth Management's NVDA Position: Q1 2026 in Review

Pine Harbor Wealth Management reduced its NVIDIA (NVDA) stake by 10% in Q1 2026, selling an estimated $424K and leaving 20,922 shares worth $3.65M. The position accounts for 1.09% of the portfolio, ranked #18.

Pine Harbor Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.89M in Q2 2024. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Pine Harbor Wealth Management held 20,922 shares of NVIDIA worth $3.65M as of Q1 2026.
  • Pine Harbor Wealth Management sold 2,313 NVIDIA shares in Q1 2026, an estimated $424K.
  • NVIDIA made up 1.09% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Pine Harbor Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
  • Pine Harbor Wealth Management's NVIDIA position peaked at $4.89M in Q2 2024.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.