SWM
NVDA icon

Shepherd Wealth Management’s NVIDIA NVDA Stock Holding History

Shepherd 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 		$4.55M Sell
23,101
-41,277
-64% -$7.57M 3.41% 7
2025
Q4 		$12M Sell
64,378
-16,515
-20% -$3.07M 8.34% 2
2025
Q3 		$16.3M Sell
80,893
-56,774
-41% -$9.9M 10.83% 1
2025
Q2 		$24.9M Buy
137,667
+49,342
+56% +$6.21M 16.97% 1
2025
Q1 		$9.59M Buy
88,325
+37,229
+73% +$4.72M 9.86% 1
2024
Q4 		$6.86M Buy
+51,096
New +$7.04M 6.75% 3

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

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

Shepherd Wealth Management reduced its NVIDIA (NVDA) stake by 64% in Q1 2026, selling an estimated $7.57M and leaving 23,101 shares worth $4.55M. The position accounts for 3.41% of the portfolio, ranked #7.

Shepherd Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.9M in Q2 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Shepherd Wealth Management held 23,101 shares of NVIDIA worth $4.55M as of Q1 2026.
  • Shepherd Wealth Management sold 41,277 NVIDIA shares in Q1 2026, an estimated $7.57M.
  • NVIDIA made up 3.41% of Shepherd Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Shepherd Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • Shepherd Wealth Management's NVIDIA position peaked at $24.9M in Q2 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.