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Schwallier Wealth Management’s NVIDIA NVDA Stock Holding History

Schwallier 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 		$566K Sell
3,243
-28
-0.9% -$5.14K 0.41% 29
2025
Q4 		$625K Sell
3,271
-72
-2% -$13.4K 0.4% 25
2025
Q3 		$624K Sell
3,343
-84
-2% -$14.6K 0.39% 25
2025
Q2 		$541K Sell
3,427
-253
-7% -$31.8K 0.33% 27
2025
Q1 		$399K Buy
3,680
+1,276
+53% +$162K 0.29% 34
2024
Q4 		$323K Buy
+2,404
New +$331K 0.25% 29

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

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

Schwallier Wealth Management reduced its NVIDIA (NVDA) stake by 0.86% in Q1 2026, selling an estimated $5.14K and leaving 3,243 shares worth $566K. The position accounts for 0.41% of the portfolio, ranked #29.

Schwallier Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $625K in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Schwallier Wealth Management held 3,243 shares of NVIDIA worth $566K as of Q1 2026.
  • Schwallier Wealth Management sold 28 NVIDIA shares in Q1 2026, an estimated $5.14K.
  • NVIDIA made up 0.41% of Schwallier Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Schwallier Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • Schwallier Wealth Management's NVIDIA position peaked at $625K in Q4 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.