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Silver Oak Wealth Advisors Services’s NVIDIA NVDA Stock Holding History

Silver Oak Wealth Advisors Services’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 		$727K Sell
4,170
-254
-6% -$46.6K 0.47% 22
2025
Q4 		$825K Sell
4,424
-256
-5% -$47.7K 0.53% 22
2025
Q3 		$873K Buy
4,680
+1
+0% +$174 0.58% 22
2025
Q2 		$739K Hold
4,679
– – 0.53% 22
2025
Q1 		$507K Buy
4,679
+280
+6% +$35.5K 0.45% 23
2024
Q4 		$1.14M Buy
+4,399
New +$606K 0.98% 16

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

Silver Oak Wealth Advisors Services's NVDA Position: Q1 2026 in Review

Silver Oak Wealth Advisors Services reduced its NVIDIA (NVDA) stake by 5.7% in Q1 2026, selling an estimated $46.6K and leaving 4,170 shares worth $727K. The position accounts for 0.47% of the portfolio, ranked #22.

Silver Oak Wealth Advisors Services first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.14M in Q4 2024. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Silver Oak Wealth Advisors Services held 4,170 shares of NVIDIA worth $727K as of Q1 2026.
  • Silver Oak Wealth Advisors Services sold 254 NVIDIA shares in Q1 2026, an estimated $46.6K.
  • NVIDIA made up 0.47% of Silver Oak Wealth Advisors Services's portfolio in Q1 2026, its #22 holding.
  • Silver Oak Wealth Advisors Services first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • Silver Oak Wealth Advisors Services's NVIDIA position peaked at $1.14M in Q4 2024.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q1 2026, filed 29 Apr 2026.