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SHP Wealth Management’s NVIDIA NVDA Stock Holding History

SHP 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 		$17.7M Buy
101,729
+3,316
+3% +$608K 1.34% 14
2025
Q4 		$18.4M Buy
+98,413
New +$18.3M 1.43% 15

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

SHP Wealth Management increased its NVIDIA (NVDA) stake by 3.4% in Q1 2026, buying an estimated $608K and bringing the position to 101,729 shares worth $17.7M. The position accounts for 1.34% of the portfolio, ranked #14.

SHP Wealth Management first reported a position in NVDA in Q4 2025 and has held it in 2 quarters since. The position peaked at $18.4M in Q4 2025. 5,842 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • SHP Wealth Management held 101,729 shares of NVIDIA worth $17.7M as of Q1 2026.
  • SHP Wealth Management bought 3,316 NVIDIA shares in Q1 2026, an estimated $608K.
  • NVIDIA made up 1.34% of SHP Wealth Management's portfolio in Q1 2026, its #14 holding.
  • SHP Wealth Management first reported a position in NVIDIA in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's NVIDIA position peaked at $18.4M in Q4 2025.
  • 5,842 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.