SSWM
NVDA icon

Strait & Sound Wealth Management’s NVIDIA NVDA Stock Holding History

Strait & Sound 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 		$12.4M Sell
71,027
-1,101
-2% -$202K 4.61% 3
2025
Q4 		$13.5M Sell
72,128
-1,060
-1% -$197K 5.01% 3
2025
Q3 		$13.7M Buy
73,188
+710
+1% +$124K 5.24% 3
2025
Q2 		$11.5M Sell
72,478
-829
-1% -$104K 4.86% 5
2025
Q1 		$7.95M Buy
73,307
+3,371
+5% +$427K 3.69% 6
2024
Q4 		$9.39M Sell
69,936
-7,641
-10% -$1.05M 4.35% 7
2024
Q3 		$9.42M Buy
77,577
+11,711
+18% +$1.38M 4.58% 6
2024
Q2 		$8.14M Buy
65,866
+1,646
+3% +$166K 4.15% 7
2024
Q1 		$5.82M Buy
64,220
+810
+1% +$58.7K 3.25% 7
2023
Q4 		$3.55M Sell
63,410
-45,760
-42% -$2.12M 2.22% 9
2023
Q3 		$4.75M Sell
109,170
-2,120
-2% -$95K 4.07% 5
2023
Q2 		$4.71M Sell
111,290
-23,490
-17% -$780K 4.66% 4
2023
Q1 		$3.74M Sell
134,780
-8,080
-6% -$175K 3.72% 4
2022
Q4 		$2.53M Buy
+142,860
New +$2.1M 2.76% 8

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

Strait & Sound Wealth Management's NVDA Position: Q1 2026 in Review

Strait & Sound Wealth Management reduced its NVIDIA (NVDA) stake by 1.5% in Q1 2026, selling an estimated $202K and leaving 71,027 shares worth $12.4M. The position accounts for 4.61% of the portfolio, ranked #3.

Strait & Sound Wealth Management first reported a position in NVDA in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.7M in Q3 2025. 5,834 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Strait & Sound Wealth Management held 71,027 shares of NVIDIA worth $12.4M as of Q1 2026.
  • Strait & Sound Wealth Management sold 1,101 NVIDIA shares in Q1 2026, an estimated $202K.
  • NVIDIA made up 4.61% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Strait & Sound Wealth Management first reported a position in NVIDIA in Q4 2022 and has held it in 14 quarters since.
  • Strait & Sound Wealth Management's NVIDIA position peaked at $13.7M in Q3 2025.
  • 5,834 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.