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Sound View Wealth Advisors Group’s NVIDIA NVDA Stock Holding History

Sound View Wealth Advisors Group’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 		$39.8M Sell
227,962
-299
-0.1% -$54.9K 2.7% 5
2025
Q4 		$42.6M Sell
228,261
-4,332
-2% -$806K 2.86% 5
2025
Q3 		$43.2M Sell
232,593
-5,807
-2% -$1.01M 2.97% 4
2025
Q2 		$37.7M Buy
238,400
+6,834
+3% +$860K 2.78% 5
2025
Q1 		$25.1M Buy
231,566
+3,331
+1% +$422K 2.06% 6
2024
Q4 		$30.6M Buy
228,235
+12,446
+6% +$1.72M 2.47% 5
2024
Q3 		$26.2M Buy
215,789
+31,307
+17% +$3.7M 2.14% 5
2024
Q2 		$22.8M Buy
184,482
+572
+0.3% +$57.8K 2.35% 5
2024
Q1 		$16.6M Sell
183,910
-22,510
-11% -$1.63M 1.77% 9
2023
Q4 		$10.2M Buy
206,420
+11,230
+6% +$520K 1.13% 21
2023
Q3 		$8.49M Buy
195,190
+170
+0.1% +$7.62K 1.06% 24
2023
Q2 		$8.25M Buy
195,020
+7,080
+4% +$235K 1.08% 22
2023
Q1 		$5.22M Sell
187,940
-18,480
-9% -$400K 0.72% 38
2022
Q4 		$10.2M Buy
206,420
+41,080
+25% +$602K 1.13% 21
2022
Q3 		$2.01M Buy
165,340
+1,410
+0.9% +$22.3K 0.45% 60
2022
Q2 		$2.48M Buy
163,930
+21,330
+15% +$403K 0.52% 53
2022
Q1 		$3.89M Sell
142,600
-450
-0.3% -$11.3K 0.74% 38
2021
Q4 		$4.21M Buy
143,050
+15,290
+12% +$421K 0.8% 37
2021
Q3 		$2.65M Buy
127,760
+30,920
+32% +$642K 0.55% 48
2021
Q2 		$1.94M Sell
96,840
-17,840
-16% -$286K 0.41% 63
2021
Q1 		$1.53M Buy
114,680
+3,680
+3% +$49.5K 0.36% 82
2020
Q4 		$1.45M Buy
111,000
+29,040
+35% +$389K 0.35% 80
2020
Q3 		$1.11M Sell
81,960
-11,080
-12% -$129K 0.29% 89
2020
Q2 		$884K Buy
93,040
+17,160
+23% +$139K 0.25% 101
2020
Q1 		$500K Buy
75,880
+360
+0.5% +$2.27K 0.17% 121
2019
Q4 		$444K Buy
75,520
+1,280
+2% +$6.66K 0.13% 148
2019
Q3 		$323K Sell
74,240
-1,280
-2% -$5.38K 0.1% 181
2019
Q2 		$310K Buy
+75,520
New +$313K 0.09% 190

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

Sound View Wealth Advisors Group's NVDA Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its NVIDIA (NVDA) stake by 0.13% in Q1 2026, selling an estimated $54.9K and leaving 227,962 shares worth $39.8M. The position accounts for 2.7% of the portfolio, ranked #5.

Sound View Wealth Advisors Group first reported a position in NVDA in Q2 2019 and has held it in 28 quarters since. The position peaked at $43.2M in Q3 2025. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Sound View Wealth Advisors Group held 227,962 shares of NVIDIA worth $39.8M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 299 NVIDIA shares in Q1 2026, an estimated $54.9K.
  • NVIDIA made up 2.7% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #5 holding.
  • Sound View Wealth Advisors Group first reported a position in NVIDIA in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's NVIDIA position peaked at $43.2M in Q3 2025.
  • 5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.