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Regal Investment Advisors’s NVIDIA NVDA Stock Holding History

Regal Investment Advisors’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 		$23.2M Sell
133,066
-444
-0.3% -$81.5K 1.34% 8
2025
Q4 		$24.9M Buy
133,510
+8,272
+7% +$1.54M 1.49% 8
2025
Q3 		$23.4M Buy
125,238
+9,810
+8% +$1.71M 1.52% 10
2025
Q2 		$18.2M Sell
115,428
-20,436
-15% -$2.57M 1.37% 11
2025
Q1 		$14.7M Buy
135,864
+18,180
+15% +$2.3M 1.19% 13
2024
Q4 		$15.8M Sell
117,684
-2,358
-2% -$325K 1.19% 14
2024
Q3 		$14.6M Sell
120,042
-66,790
-36% -$7.89M 1.02% 17
2024
Q2 		$23.1M Buy
186,832
+2,602
+1% +$263K 1.51% 8
2024
Q1 		$16.6M Sell
184,230
-14,980
-8% -$1.09M 1.14% 13
2023
Q4 		$9.87M Sell
199,210
-9,220
-4% -$427K 0.75% 28
2023
Q3 		$9.07M Sell
208,430
-7,520
-3% -$337K 0.76% 27
2023
Q2 		$9.14M Sell
215,950
-20,200
-9% -$671K 0.77% 29
2023
Q1 		$6.56M Sell
236,150
-4,710
-2% -$102K 0.58% 47
2022
Q4 		$3.52M Sell
240,860
-900
-0.4% -$13.2K 0.34% 84
2022
Q3 		$2.94M Sell
241,760
-15,160
-6% -$240K 0.31% 87
2022
Q2 		$3.9M Sell
256,920
-11,330
-4% -$214K 0.41% 69
2022
Q1 		$7.32M Buy
268,250
+1,170
+0.4% +$29.3K 0.67% 34
2021
Q4 		$7.86M Buy
267,080
+7,070
+3% +$195K 0.7% 30
2021
Q3 		$5.39M Buy
260,010
+1,330
+0.5% +$27.6K 0.52% 47
2021
Q2 		$5.17M Buy
+258,680
New +$4.15M 0.52% 47
2021
Q1 		– Sell
-264,640
Closed -$3.46M – 296
2020
Q4 		$3.46M Buy
+264,640
New +$3.54M 0.39% 70
2020
Q3 		– Sell
-308,320
Closed -$2.93M – 184
2020
Q2 		$2.93M Buy
+308,320
New +$2.49M 0.54% 54
2020
Q1 		– Sell
-205,320
Closed -$1.21M – 213
2019
Q4 		$1.21M Sell
205,320
-480
-0.2% -$2.5K 0.22% 125
2019
Q3 		$896K Buy
205,800
+24,880
+14% +$105K 0.17% 140
2019
Q2 		$743K Sell
180,920
-560
-0.3% -$2.32K 0.14% 151
2019
Q1 		$815K Buy
181,480
+14,000
+8% +$54.3K 0.17% 140
2018
Q4 		$559K Sell
167,480
-48,760
-23% -$233K 0.12% 175
2018
Q3 		$1.52M Sell
216,240
-10,440
-5% -$67.9K 0.32% 101
2018
Q2 		$1.34M Sell
226,680
-11,160
-5% -$67.8K 0.41% 89
2018
Q1 		$1.38M Buy
237,840
+18,800
+9% +$110K 0.3% 103
2017
Q4 		$1.06M Sell
219,040
-7,000
-3% -$34.8K 0.24% 114
2017
Q3 		$1.01M Buy
226,040
+6,640
+3% +$27.6K 0.24% 117
2017
Q2 		$793K Buy
219,400
+5,160
+2% +$16.4K 0.2% 130
2017
Q1 		$583K Buy
214,240
+26,080
+14% +$69.4K 0.15% 160
2016
Q4 		$502K Buy
188,160
+26,480
+16% +$55.3K 0.14% 157
2016
Q3 		$277K Buy
+161,680
New +$239K 0.08% 215
2015
Q4 		– Sell
-138,960
Closed -$85K – 676
2015
Q3 		$85K Buy
138,960
+28,200
+25% +$15.3K 0.02% 370
2015
Q2 		$55K Buy
110,760
+200
+0.2% +$108 0.01% 406
2015
Q1 		$58K Buy
110,560
+120
+0.1% +$64 0.01% 409
2014
Q4 		$55K Buy
110,440
+4,800
+5% +$2.34K 0.01% 385
2014
Q3 		$49K Sell
105,640
-11,840
-10% -$5.58K 0.01% 415
2014
Q2 		$54K Buy
117,480
+200
+0.2% +$93 0.02% 373
2014
Q1 		$53K Buy
117,280
+96,440
+463% +$41.3K 0.02% 337
2013
Q4 		$8K Sell
20,840
-105,080
-83% -$40.7K ﹤0.01% 622
2013
Q3 		$49K Buy
125,920
+200
+0.2% +$74 0.03% 302
2013
Q2 		$44K Buy
+125,720
New +$43.4K 0.02% 314

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

Regal Investment Advisors's NVDA Position: Q1 2026 in Review

Regal Investment Advisors reduced its NVIDIA (NVDA) stake by 0.33% in Q1 2026, selling an estimated $81.5K and leaving 133,066 shares worth $23.2M. The position accounts for 1.34% of the portfolio, ranked #8.

Regal Investment Advisors first reported a position in NVDA in Q2 2013 and has held it in 46 quarters since. The position peaked at $24.9M in Q4 2025. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Regal Investment Advisors held 133,066 shares of NVIDIA worth $23.2M as of Q1 2026.
  • Regal Investment Advisors sold 444 NVIDIA shares in Q1 2026, an estimated $81.5K.
  • NVIDIA made up 1.34% of Regal Investment Advisors's portfolio in Q1 2026, its #8 holding.
  • Regal Investment Advisors first reported a position in NVIDIA in Q2 2013 and has held it in 46 quarters since.
  • Regal Investment Advisors's NVIDIA position peaked at $24.9M in Q4 2025.
  • 5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.