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Sterling Wealth Management’s NVIDIA NVDA Stock Holding History

Sterling 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 		$1.26M Sell
7,217
-4,233
-37% -$777K 0.35% 39
2025
Q4 		$2.14M Buy
11,450
+40
+0.4% +$7.45K 0.61% 30
2025
Q3 		$2.13M Buy
11,410
+8,630
+310% +$1.5M 0.65% 29
2025
Q2 		$439K Buy
+2,780
New +$350K 0.15% 64
2024
Q4 		$348K Sell
2,593
-1,469
-36% -$202K 0.13% 81
2024
Q3 		$493K Buy
4,062
+1,522
+60% +$180K 0.18% 62
2024
Q2 		$314K Hold
2,540
– – 0.15% 79
2024
Q1 		$230K Buy
+2,540
New +$184K 0.11% 89

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

Sterling Wealth Management's NVDA Position: Q1 2026 in Review

Sterling Wealth Management reduced its NVIDIA (NVDA) stake by 37% in Q1 2026, selling an estimated $777K and leaving 7,217 shares worth $1.26M. The position accounts for 0.35% of the portfolio, ranked #39.

Sterling Wealth Management first reported a position in NVDA in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.14M in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Sterling Wealth Management held 7,217 shares of NVIDIA worth $1.26M as of Q1 2026.
  • Sterling Wealth Management sold 4,233 NVIDIA shares in Q1 2026, an estimated $777K.
  • NVIDIA made up 0.35% of Sterling Wealth Management's portfolio in Q1 2026, its #39 holding.
  • Sterling Wealth Management first reported a position in NVIDIA in Q1 2024 and has held it in 8 quarters since.
  • Sterling Wealth Management's NVIDIA position peaked at $2.14M in Q4 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.