Surience Private Wealth’s NVIDIA NVDA Stock Holding History

Surience Private Wealth’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	$2.4M	Sell	13,775 -2,489	-15%	-$457K	2.58%	13
2025 Q4	$3.03M	Sell	16,264 -6,795	-29%	-$1.26M	3.26%	13
2025 Q3	$4.3M	Sell	23,059 -3,246	-12%	-$566K	3.93%	9
2025 Q2	$4.16M	Buy	26,305 +12,731	+94%	+$1.6M	3.9%	7
2025 Q1	$1.47M	Buy	+13,574	New	+$1.72M	2.56%	14
2023 Q3	–	Sell	-43,470	Closed	-$1.84M	–	31
2023 Q2	$1.84M	Buy	+43,470	New	+$1.44M	2.63%	14
2022 Q2	–	Sell	-129,480	Closed	-$3.53M	–	19
2022 Q1	$3.53M	Sell	129,480 -32,510	-20%	-$815K	3.09%	13
2021 Q4	$4.76M	Buy	+161,990	New	+$4.46M	3.88%	11

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Surience Private Wealth's NVDA Position: Q1 2026 in Review

Surience Private Wealth reduced its NVIDIA (NVDA) stake by 15% in Q1 2026, selling an estimated $457K and leaving 13,775 shares worth $2.4M. The position accounts for 2.58% of the portfolio, ranked #13.

Surience Private Wealth first reported a position in NVDA in Q4 2021 and has held it in 8 quarters since. The position peaked at $4.76M in Q4 2021. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Surience Private Wealth held 13,775 shares of NVIDIA worth $2.4M as of Q1 2026.
Surience Private Wealth sold 2,489 NVIDIA shares in Q1 2026, an estimated $457K.
NVIDIA made up 2.58% of Surience Private Wealth's portfolio in Q1 2026, its #13 holding.
Surience Private Wealth first reported a position in NVIDIA in Q4 2021 and has held it in 8 quarters since.
Surience Private Wealth's NVIDIA position peaked at $4.76M in Q4 2021.
5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.