RWM
NVDA icon

RKL Wealth Management’s NVIDIA NVDA Stock Holding History

RKL 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 		$15.3M Sell
87,693
-10,191
-10% -$1.87M 1.38% 18
2025
Q4 		$18.3M Sell
97,884
-4,810
-5% -$895K 1.5% 18
2025
Q3 		$19.2M Sell
102,694
-16,102
-14% -$2.81M 1.63% 16
2025
Q2 		$18.8M Sell
118,796
-4,113
-3% -$518K 1.65% 16
2025
Q1 		$13.3M Sell
122,909
-4,525
-4% -$574K 1.26% 22
2024
Q4 		$17.1M Sell
127,434
-14,481
-10% -$2M 1.52% 15
2024
Q3 		$17.2M Sell
141,915
-4,225
-3% -$499K 1.56% 14
2024
Q2 		$18.1M Sell
146,140
-6,600
-4% -$667K 1.74% 12
2024
Q1 		$13.8M Sell
152,740
-2,600
-2% -$188K 1.37% 16
2023
Q4 		$7.69M Buy
155,340
+9,800
+7% +$454K 0.83% 28
2023
Q3 		$6.33M Sell
145,540
-10,170
-7% -$456K 0.77% 28
2023
Q2 		$6.59M Sell
155,710
-2,870
-2% -$95.3K 0.78% 27
2023
Q1 		$4.4M Sell
158,580
-3,850
-2% -$83.3K 0.56% 32
2022
Q4 		$2.37M Sell
162,430
-14,470
-8% -$212K 0.32% 51
2022
Q3 		$2.15M Sell
176,900
-11,000
-6% -$174K 0.31% 47
2022
Q2 		$2.85M Buy
187,900
+140,180
+294% +$2.65M 0.39% 41
2022
Q1 		$1.3M Buy
47,720
+18,800
+65% +$472K 0.16% 73
2021
Q4 		$851K Buy
28,920
+110
+0.4% +$3.03K 0.1% 82
2021
Q3 		$597K Buy
28,810
+570
+2% +$11.8K 0.08% 85
2021
Q2 		$565K Buy
28,240
+920
+3% +$14.7K 0.07% 88
2021
Q1 		$365K Buy
27,320
+1,320
+5% +$17.7K 0.05% 101
2020
Q4 		$339K Hold
26,000
– – 0.05% 100
2020
Q3 		$352K Buy
26,000
+960
+4% +$11.2K 0.06% 97
2020
Q2 		$238K Buy
+25,040
New +$203K 0.04% 107

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

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

RKL Wealth Management reduced its NVIDIA (NVDA) stake by 10% in Q1 2026, selling an estimated $1.87M and leaving 87,693 shares worth $15.3M. The position accounts for 1.38% of the portfolio, ranked #18.

RKL Wealth Management first reported a position in NVDA in Q2 2020 and has held it in 24 quarters since. The position peaked at $19.2M in Q3 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • RKL Wealth Management held 87,693 shares of NVIDIA worth $15.3M as of Q1 2026.
  • RKL Wealth Management sold 10,191 NVIDIA shares in Q1 2026, an estimated $1.87M.
  • NVIDIA made up 1.38% of RKL Wealth Management's portfolio in Q1 2026, its #18 holding.
  • RKL Wealth Management first reported a position in NVIDIA in Q2 2020 and has held it in 24 quarters since.
  • RKL Wealth Management's NVIDIA position peaked at $19.2M in Q3 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.