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Strategies Wealth Advisors’s NVIDIA NVDA Stock Holding History

Strategies Wealth Advisors’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 		$10.8M Buy
62,041
+472
+0.8% +$86.6K 1.09% 14
2025
Q4 		$11.5M Sell
61,569
-3,857
-6% -$718K 1.15% 14
2025
Q3 		$12.2M Buy
65,426
+13,383
+26% +$2.33M 1.27% 13
2025
Q2 		$8.22M Sell
52,043
-6,946
-12% -$874K 0.9% 16
2025
Q1 		$6.39M Buy
58,989
+33,931
+135% +$4.3M 0.78% 17
2024
Q4 		$3.28M Buy
+25,058
New +$3.45M 0.41% 25

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

Strategies Wealth Advisors's NVDA Position: Q1 2026 in Review

Strategies Wealth Advisors increased its NVIDIA (NVDA) stake by 0.77% in Q1 2026, buying an estimated $86.6K and bringing the position to 62,041 shares worth $10.8M. The position accounts for 1.09% of the portfolio, ranked #14.

Strategies Wealth Advisors first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.2M in Q3 2025. 5,831 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Strategies Wealth Advisors held 62,041 shares of NVIDIA worth $10.8M as of Q1 2026.
  • Strategies Wealth Advisors bought 472 NVIDIA shares in Q1 2026, an estimated $86.6K.
  • NVIDIA made up 1.09% of Strategies Wealth Advisors's portfolio in Q1 2026, its #14 holding.
  • Strategies Wealth Advisors first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's NVIDIA position peaked at $12.2M in Q3 2025.
  • 5,831 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.