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Stratos Wealth Advisors’s NVIDIA NVDA Stock Holding History

Stratos 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 		$54.3M Sell
311,468
-20,614
-6% -$3.78M 3.33% 3
2025
Q4 		$61.9M Sell
332,082
-996
-0.3% -$185K 2.99% 3
2025
Q3 		$62.1M Sell
333,078
-5,394
-2% -$940K 2.99% 2
2025
Q2 		$53.5M Buy
338,472
+15,966
+5% +$2.01M 2.82% 2
2025
Q1 		$35M Sell
322,506
-11,716
-4% -$1.48M 1.91% 5
2024
Q4 		$44.9M Sell
334,222
-9,176
-3% -$1.26M 2.15% 4
2024
Q3 		$41.7M Buy
343,398
+3,330
+1% +$393K 1.91% 4
2024
Q2 		$42M Buy
340,068
+18,318
+6% +$1.85M 2.08% 4
2024
Q1 		$29.1M Buy
321,750
+8,150
+3% +$591K 1.72% 5
2023
Q4 		$15.5M Sell
313,600
-5,540
-2% -$257K 0.89% 16
2023
Q3 		$13.9M Buy
319,140
+29,580
+10% +$1.33M 0.92% 14
2023
Q2 		$12.2M Sell
289,560
-38,150
-12% -$1.27M 0.87% 15
2023
Q1 		$9.1M Sell
327,710
-25,560
-7% -$553K 0.7% 21
2022
Q4 		$5.16M Buy
353,270
+210,440
+147% +$3.09M 0.43% 56
2022
Q3 		$1.73M Buy
142,830
+21,800
+18% +$345K 0.18% 157
2022
Q2 		$1.83M Buy
121,030
+67,770
+127% +$1.28M 0.17% 158
2022
Q1 		$1.45M Buy
53,260
+2,800
+6% +$70.2K 0.12% 213
2021
Q4 		$1.48M Buy
50,460
+11,820
+31% +$325K 0.11% 229
2021
Q3 		$801K Buy
38,640
+4,520
+13% +$93.9K 0.07% 287
2021
Q2 		$683K Sell
34,120
-320
-0.9% -$5.13K 0.06% 302
2021
Q1 		$460K Sell
34,440
-8,440
-20% -$113K 0.05% 320
2020
Q4 		$560K Buy
42,880
+22,320
+109% +$299K 0.08% 232
2020
Q3 		$278K Buy
+20,560
New +$239K 0.07% 265
2019
Q4 		– Sell
-76,400
Closed -$332K – 214
2019
Q3 		$332K Buy
76,400
+1,160
+2% +$4.88K 0.13% 173
2019
Q2 		$309K Sell
75,240
-27,520
-27% -$114K 0.12% 172
2019
Q1 		$461K Sell
102,760
-11,000
-10% -$42.7K 0.25% 111
2018
Q4 		$380K Buy
+113,760
New +$544K 0.25% 117

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

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

Stratos Wealth Advisors reduced its NVIDIA (NVDA) stake by 6.2% in Q1 2026, selling an estimated $3.78M and leaving 311,468 shares worth $54.3M. The position accounts for 3.33% of the portfolio, ranked #3.

Stratos Wealth Advisors first reported a position in NVDA in Q4 2018 and has held it in 27 quarters since. The position peaked at $62.1M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Stratos Wealth Advisors held 311,468 shares of NVIDIA worth $54.3M as of Q1 2026.
  • Stratos Wealth Advisors sold 20,614 NVIDIA shares in Q1 2026, an estimated $3.78M.
  • NVIDIA made up 3.33% of Stratos Wealth Advisors's portfolio in Q1 2026, its #3 holding.
  • Stratos Wealth Advisors first reported a position in NVIDIA in Q4 2018 and has held it in 27 quarters since.
  • Stratos Wealth Advisors's NVIDIA position peaked at $62.1M in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.