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Sonoma Private Wealth’s NVIDIA NVDA Stock Holding History

Sonoma Private Wealth’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 		$4.53M Buy
25,996
+1,180
+5% +$216K 5.58% 4
2025
Q4 		$4.63M Sell
24,816
-7,300
-23% -$1.36M 5.59% 4
2025
Q3 		$5.99M Sell
32,116
-1,199
-4% -$209K 7.16% 3
2025
Q2 		$5.26M Buy
33,315
+1,046
+3% +$132K 6.45% 4
2025
Q1 		$3.5M Buy
32,269
+4,440
+16% +$563K 4.85% 4
2024
Q4 		$3.74M Buy
27,829
+6,010
+28% +$828K 6.03% 2
2024
Q3 		$2.65M Buy
21,819
+500
+2% +$59.1K 4.13% 3
2024
Q2 		$2.63M Buy
21,319
+2,859
+15% +$289K 4.28% 3
2024
Q1 		$1.67M Sell
18,460
-3,810
-17% -$276K 2.68% 6
2023
Q4 		$1.1M Buy
22,270
+9,670
+77% +$448K 1.83% 11
2023
Q3 		$548K Sell
12,600
-430
-3% -$19.3K 1% 42
2023
Q2 		$551K Buy
+13,030
New +$433K 0.96% 43

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

Sonoma Private Wealth's NVDA Position: Q1 2026 in Review

Sonoma Private Wealth increased its NVIDIA (NVDA) stake by 4.8% in Q1 2026, buying an estimated $216K and bringing the position to 25,996 shares worth $4.53M. The position accounts for 5.58% of the portfolio, ranked #4.

Sonoma Private Wealth first reported a position in NVDA in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.99M in Q3 2025. 5,831 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Sonoma Private Wealth held 25,996 shares of NVIDIA worth $4.53M as of Q1 2026.
  • Sonoma Private Wealth bought 1,180 NVIDIA shares in Q1 2026, an estimated $216K.
  • NVIDIA made up 5.58% of Sonoma Private Wealth's portfolio in Q1 2026, its #4 holding.
  • Sonoma Private Wealth first reported a position in NVIDIA in Q2 2023 and has held it in 12 quarters since.
  • Sonoma Private Wealth's NVIDIA position peaked at $5.99M in Q3 2025.
  • 5,831 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.