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Stonehaven Wealth & Tax Solutions’s NVIDIA NVDA Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$935K Sell
5,360
-12
-0.2% -$2.2K 0.83% 27
2025
Q4 		$1M Buy
5,372
+161
+3% +$30K 0.9% 27
2025
Q3 		$972K Sell
5,211
-623
-11% -$109K 0.9% 26
2025
Q2 		$922K Sell
5,834
-173
-3% -$21.8K 0.9% 26
2025
Q1 		$651K Buy
6,007
+144
+2% +$18.3K 0.69% 31
2024
Q4 		$787K Buy
+5,863
New +$808K 0.86% 35

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

Stonehaven Wealth & Tax Solutions's NVDA Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its NVIDIA (NVDA) stake by 0.22% in Q1 2026, selling an estimated $2.2K and leaving 5,360 shares worth $935K. The position accounts for 0.83% of the portfolio, ranked #27.

Stonehaven Wealth & Tax Solutions first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1M in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions held 5,360 shares of NVIDIA worth $935K as of Q1 2026.
  • Stonehaven Wealth & Tax Solutions sold 12 NVIDIA shares in Q1 2026, an estimated $2.2K.
  • NVIDIA made up 0.83% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #27 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • Stonehaven Wealth & Tax Solutions's NVIDIA position peaked at $1M in Q4 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.