Shared Vision Wealth Group’s NVIDIA NVDA Stock Holding History

Shared Vision Wealth 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	$591K	Sell	3,388 -193	-5%	-$35.4K	0.24%	54
2025 Q4	$668K	Sell	3,581 -409	-10%	-$76.1K	0.27%	51
2025 Q3	$719K	Buy	3,990 +80	+2%	+$13.9K	0.3%	50
2025 Q2	$696K	Sell	3,910 -1,879	-32%	-$236K	0.35%	43
2025 Q1	$627K	Sell	5,789 -50	-0.9%	-$6.34K	0.34%	42
2024 Q4	$784K	Sell	5,839 -1,622	-22%	-$224K	0.41%	35
2024 Q3	$906K	Hold	7,461	–	–	0.48%	31
2024 Q2	$922K	Buy	7,461 +2,181	+41%	+$221K	0.54%	30
2024 Q1	$477K	Sell	5,280 -150	-3%	-$10.9K	0.3%	46
2023 Q4	$269K	Buy	+5,430	New	+$252K	0.18%	59

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shared Vision Wealth Group's NVDA Position: Q1 2026 in Review

Shared Vision Wealth Group reduced its NVIDIA (NVDA) stake by 5.4% in Q1 2026, selling an estimated $35.4K and leaving 3,388 shares worth $591K. The position accounts for 0.24% of the portfolio, ranked #54.

Shared Vision Wealth Group first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. The position peaked at $922K in Q2 2024. 5,830 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Shared Vision Wealth Group held 3,388 shares of NVIDIA worth $591K as of Q1 2026.
Shared Vision Wealth Group sold 193 NVIDIA shares in Q1 2026, an estimated $35.4K.
NVIDIA made up 0.24% of Shared Vision Wealth Group's portfolio in Q1 2026, its #54 holding.
Shared Vision Wealth Group first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
Shared Vision Wealth Group's NVIDIA position peaked at $922K in Q2 2024.
5,830 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.