Smith & Howard Wealth Management’s NVIDIA NVDA Stock Holding History

Smith & Howard 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	$1.64M	Buy	9,410 +215	+2%	+$39.4K	0.35%	31
2025 Q4	$1.71M	Buy	9,195 +65	+0.7%	+$12.1K	0.39%	32
2025 Q3	$1.7M	Buy	9,130 +774	+9%	+$135K	0.39%	33
2025 Q2	$1.32M	Sell	8,356 -555	-6%	-$69.8K	0.33%	32
2025 Q1	$966K	Buy	8,911 +1,137	+15%	+$144K	0.26%	35
2024 Q4	$1.04M	Buy	7,774 +33	+0.4%	+$4.55K	0.3%	33
2024 Q3	$940K	Buy	7,741 +121	+2%	+$14.3K	0.26%	36
2024 Q2	$941K	Hold	7,620	–	–	0.28%	37
2024 Q1	$689K	Buy	7,620 +370	+5%	+$26.8K	0.21%	40
2023 Q4	$359K	Sell	7,250 -10	-0.1%	-$463	0.13%	52
2023 Q3	$316K	Buy	7,260 +160	+2%	+$7.17K	0.11%	58
2023 Q2	$300K	Buy	+7,100	New	+$236K	0.11%	55
2017 Q3	–	Sell	-66,160	Closed	-$239K	–	57
2017 Q2	$239K	Buy	+66,160	New	+$210K	0.11%	46

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

Smith & Howard Wealth Management's NVDA Position: Q1 2026 in Review

Smith & Howard Wealth Management increased its NVIDIA (NVDA) stake by 2.3% in Q1 2026, buying an estimated $39.4K and bringing the position to 9,410 shares worth $1.64M. The position accounts for 0.35% of the portfolio, ranked #31.

Smith & Howard Wealth Management first reported a position in NVDA in Q2 2017 and has held it in 13 quarters since. The position peaked at $1.71M in Q4 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Smith & Howard Wealth Management held 9,410 shares of NVIDIA worth $1.64M as of Q1 2026.
Smith & Howard Wealth Management bought 215 NVIDIA shares in Q1 2026, an estimated $39.4K.
NVIDIA made up 0.35% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #31 holding.
Smith & Howard Wealth Management first reported a position in NVIDIA in Q2 2017 and has held it in 13 quarters since.
Smith & Howard Wealth Management's NVIDIA position peaked at $1.71M in Q4 2025.
5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.