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SFMG Wealth Advisors’s NVIDIA NVDA Stock Holding History

SFMG Wealth 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 		$6.56M Buy
37,600
+200
+0.5% +$36.7K 0.44% 31
2025
Q4 		$802K Buy
+37,400
New +$6.96M 0.05% 130

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

SFMG Wealth Advisors's NVDA Position: Q1 2026 in Review

SFMG Wealth Advisors increased its NVIDIA (NVDA) stake by 2.6% in Q1 2026, buying an estimated $789K and bringing the position to 170,328 shares worth $29.7M. The position accounts for 2.01% of the portfolio, ranked #11.

SFMG Wealth Advisors first reported a position in NVDA in Q1 2018 and has held it in 33 quarters since. The position peaked at $31M in Q4 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • SFMG Wealth Advisors held 170,328 shares of NVIDIA worth $29.7M as of Q1 2026.
  • SFMG Wealth Advisors bought 4,299 NVIDIA shares in Q1 2026, an estimated $789K.
  • NVIDIA made up 2.01% of SFMG Wealth Advisors's portfolio in Q1 2026, its #11 holding.
  • SFMG Wealth Advisors first reported a position in NVIDIA in Q1 2018 and has held it in 33 quarters since.
  • SFMG Wealth Advisors's NVIDIA position peaked at $31M in Q4 2025.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.