Refined Wealth Management’s NVIDIA NVDA Stock Holding History

Refined 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	$845K	Sell	4,848 -1,962	-29%	-$360K	0.53%	24
2025 Q4	$1.27M	Buy	6,810 +1,925	+39%	+$358K	0.85%	18
2025 Q3	$911K	Buy	4,885 +15	+0.3%	+$2.62K	0.59%	20
2025 Q2	$769K	Sell	4,870 -65	-1%	-$8.18K	0.53%	20
2025 Q1	$535K	Sell	4,935 -127	-3%	-$16.1K	0.44%	22
2024 Q4	$680K	Hold	5,062	–	–	0.52%	20
2024 Q3	$615K	Sell	5,062 -560	-10%	-$66.1K	0.47%	20
2024 Q2	$695K	Sell	5,622 -998	-15%	-$101K	0.54%	20
2024 Q1	$598K	Hold	6,620	–	–	0.42%	22
2023 Q4	$328K	Hold	6,620	–	–	0.26%	22
2023 Q3	$288K	Sell	6,620 -240	-3%	-$10.8K	0.26%	22
2023 Q2	$290K	Buy	+6,860	New	+$228K	0.24%	22
2022 Q2	–	Sell	-8,240	Closed	-$225K	–	27
2022 Q1	$225K	Buy	+8,240	New	+$207K	0.19%	23

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

Refined Wealth Management's NVDA Position: Q1 2026 in Review

Refined Wealth Management reduced its NVIDIA (NVDA) stake by 29% in Q1 2026, selling an estimated $360K and leaving 4,848 shares worth $845K. The position accounts for 0.53% of the portfolio, ranked #24.

Refined Wealth Management first reported a position in NVDA in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.27M in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Refined Wealth Management held 4,848 shares of NVIDIA worth $845K as of Q1 2026.
Refined Wealth Management sold 1,962 NVIDIA shares in Q1 2026, an estimated $360K.
NVIDIA made up 0.53% of Refined Wealth Management's portfolio in Q1 2026, its #24 holding.
Refined Wealth Management first reported a position in NVIDIA in Q1 2022 and has held it in 13 quarters since.
Refined Wealth Management's NVIDIA position peaked at $1.27M in Q4 2025.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Refined Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.