Private Wealth Management Group’s NVIDIA NVDA Stock Holding History

Private Wealth Management 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	$1.12M	Sell	6,407 -539	-8%	-$98.9K	0.29%	37
2025 Q4	$1.3M	Sell	6,946 -240	-3%	-$44.7K	0.35%	34
2025 Q3	$1.34M	Buy	7,186 +86	+1%	+$15K	0.37%	32
2025 Q2	$1.12M	Sell	7,100 -43	-0.6%	-$5.41K	0.37%	34
2025 Q1	$774K	Buy	7,143 +380	+6%	+$48.2K	0.29%	42
2024 Q4	$908K	Buy	6,763 +966	+17%	+$133K	0.35%	38
2024 Q3	$704K	Buy	5,797 +153	+3%	+$18.1K	0.28%	40
2024 Q2	$697K	Buy	5,644 +364	+7%	+$36.8K	0.3%	39
2024 Q1	$477K	Buy	5,280 +1,010	+24%	+$73.2K	0.22%	42
2023 Q4	$211K	Buy	+4,270	New	+$198K	0.1%	60

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

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

Private Wealth Management Group reduced its NVIDIA (NVDA) stake by 7.8% in Q1 2026, selling an estimated $98.9K and leaving 6,407 shares worth $1.12M. The position accounts for 0.29% of the portfolio, ranked #37.

Private Wealth Management Group first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.34M in Q3 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Private Wealth Management Group held 6,407 shares of NVIDIA worth $1.12M as of Q1 2026.
Private Wealth Management Group sold 539 NVIDIA shares in Q1 2026, an estimated $98.9K.
NVIDIA made up 0.29% of Private Wealth Management Group's portfolio in Q1 2026, its #37 holding.
Private Wealth Management Group first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's NVIDIA position peaked at $1.34M in Q3 2025.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.