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Seneca Financial Advisors’s NVIDIA NVDA Stock Holding History

Seneca Financial 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 		$584K Buy
3,347
+200
+6% +$36.7K 0.17% 39
2025
Q4 		$587K Sell
3,147
-611
-16% -$114K 0.18% 40
2025
Q3 		$701K Sell
3,758
-127
-3% -$22.1K 0.23% 39
2025
Q2 		$614K Hold
3,885
– – 0.24% 39
2025
Q1 		$421K Sell
3,885
-219
-5% -$27.8K 0.2% 38
2024
Q4 		$551K Buy
4,104
+84
+2% +$11.6K 0.27% 36
2024
Q3 		$488K Sell
4,020
-87
-2% -$10.3K 0.24% 37
2024
Q2 		$507K Buy
4,107
+187
+5% +$18.9K 0.26% 40
2024
Q1 		$354K Buy
+3,920
New +$284K 0.19% 45
2023
Q3 		– Sell
-5,390
Closed -$228K – 53
2023
Q2 		$228K Buy
+5,390
New +$179K 0.15% 48

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

Seneca Financial Advisors's NVDA Position: Q1 2026 in Review

Seneca Financial Advisors increased its NVIDIA (NVDA) stake by 6.4% in Q1 2026, buying an estimated $36.7K and bringing the position to 3,347 shares worth $584K. The position accounts for 0.17% of the portfolio, ranked #39.

Seneca Financial Advisors first reported a position in NVDA in Q2 2023 and has held it in 10 quarters since. The position peaked at $701K in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Seneca Financial Advisors held 3,347 shares of NVIDIA worth $584K as of Q1 2026.
  • Seneca Financial Advisors bought 200 NVIDIA shares in Q1 2026, an estimated $36.7K.
  • NVIDIA made up 0.17% of Seneca Financial Advisors's portfolio in Q1 2026, its #39 holding.
  • Seneca Financial Advisors first reported a position in NVIDIA in Q2 2023 and has held it in 10 quarters since.
  • Seneca Financial Advisors's NVIDIA position peaked at $701K in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.