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Spurstone Advisory Services’s NVIDIA NVDA Stock Holding History

Spurstone Advisory 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 		$9.59K Sell
55
-191
-78% -$35K 0.16% 27
2025
Q4 		$45.9K Hold
246
– – 0.72% 18
2025
Q3 		$45.9K Sell
246
-10
-4% -$1.74K 0.66% 24
2025
Q2 		$40.4K Buy
+256
New +$32.2K 0.61% 30

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

Spurstone Advisory Services's NVDA Position: Q1 2026 in Review

Spurstone Advisory Services reduced its NVIDIA (NVDA) stake by 78% in Q1 2026, selling an estimated $35K and leaving 55 shares worth $9.59K. The position accounts for 0.16% of the portfolio, ranked #27.

Spurstone Advisory Services first reported a position in NVDA in Q2 2025 and has held it in 4 quarters since. The position peaked at $45.9K in Q3 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Spurstone Advisory Services held 55 shares of NVIDIA worth $9.59K as of Q1 2026.
  • Spurstone Advisory Services sold 191 NVIDIA shares in Q1 2026, an estimated $35K.
  • NVIDIA made up 0.16% of Spurstone Advisory Services's portfolio in Q1 2026, its #27 holding.
  • Spurstone Advisory Services first reported a position in NVIDIA in Q2 2025 and has held it in 4 quarters since.
  • Spurstone Advisory Services's NVIDIA position peaked at $45.9K in Q3 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.