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Sard Wealth Management Group’s NVIDIA NVDA Stock Holding History

Sard 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 		$1.27M Sell
7,309
-513
-7% -$94.1K 0.69% 20
2025
Q4 		$1.46M Buy
7,822
+1,508
+24% +$281K 0.8% 18
2025
Q3 		$1.18M Buy
6,314
+119
+2% +$20.7K 0.67% 19
2025
Q2 		$979K Buy
6,195
+353
+6% +$44.4K 0.6% 20
2025
Q1 		$633K Buy
5,842
+42
+0.7% +$5.32K 0.42% 23
2024
Q4 		$779K Buy
5,800
+40
+0.7% +$5.51K 0.52% 19
2024
Q3 		$699K Sell
5,760
-680
-11% -$80.3K 0.46% 19
2024
Q2 		$796K Buy
+6,440
New +$651K 0.56% 19

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

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

Sard Wealth Management Group reduced its NVIDIA (NVDA) stake by 6.6% in Q1 2026, selling an estimated $94.1K and leaving 7,309 shares worth $1.27M. The position accounts for 0.69% of the portfolio, ranked #20.

Sard Wealth Management Group first reported a position in NVDA in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.46M in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Sard Wealth Management Group held 7,309 shares of NVIDIA worth $1.27M as of Q1 2026.
  • Sard Wealth Management Group sold 513 NVIDIA shares in Q1 2026, an estimated $94.1K.
  • NVIDIA made up 0.69% of Sard Wealth Management Group's portfolio in Q1 2026, its #20 holding.
  • Sard Wealth Management Group first reported a position in NVIDIA in Q2 2024 and has held it in 8 quarters since.
  • Sard Wealth Management Group's NVIDIA position peaked at $1.46M in Q4 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.