RF&L Wealth Management’s NVIDIA NVDA Stock Holding History

RF&L 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	$1.9M	Sell	10,910 -14,373	-57%	-$2.64M	1.42%	18
2025 Q4	$4.72M	Sell	25,283 -30	-0.1%	-$5.58K	2.64%	16
2025 Q3	$4.72M	Buy	25,313 +273	+1%	+$47.6K	2.77%	16
2025 Q2	$3.96M	Buy	25,040 +6,995	+39%	+$880K	2.55%	16
2025 Q1	$1.96M	Buy	18,045 +3,000	+20%	+$380K	1.4%	21
2024 Q4	$2.02M	Hold	15,045	–	–	1.43%	21
2024 Q3	$1.83M	Buy	15,045 +2,135	+17%	+$252K	1.29%	21
2024 Q2	$1.59M	Buy	12,910 +2,000	+18%	+$202K	1.21%	22
2024 Q1	$986K	Sell	10,910 -1,000	-8%	-$72.5K	0.76%	29
2023 Q4	$590K	Hold	11,910	–	–	0.49%	35
2023 Q3	$518K	Hold	11,910	–	–	0.48%	36
2023 Q2	$504K	Hold	11,910	–	–	0.46%	37
2023 Q1	$331K	Buy	+11,910	New	+$258K	0.32%	43

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

RF&L Wealth Management's NVDA Position: Q1 2026 in Review

RF&L Wealth Management reduced its NVIDIA (NVDA) stake by 57% in Q1 2026, selling an estimated $2.64M and leaving 10,910 shares worth $1.9M. The position accounts for 1.42% of the portfolio, ranked #18.

RF&L Wealth Management first reported a position in NVDA in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.72M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

RF&L Wealth Management held 10,910 shares of NVIDIA worth $1.9M as of Q1 2026.
RF&L Wealth Management sold 14,373 NVIDIA shares in Q1 2026, an estimated $2.64M.
NVIDIA made up 1.42% of RF&L Wealth Management's portfolio in Q1 2026, its #18 holding.
RF&L Wealth Management first reported a position in NVIDIA in Q1 2023 and has held it in 13 quarters since.
RF&L Wealth Management's NVIDIA position peaked at $4.72M in Q3 2025.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.