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Swan Global Investments’s NVIDIA NVDA Stock Holding History

Swan Global Investments’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 		$4.93M Buy
37,300
+9,900
+36% +$1.82M 0.16% 27
2025
Q4 		$3.5M Buy
27,400
+9,200
+51% +$1.71M 0.1% 29
2025
Q3 		$2.04M Hold
18,200
– – 0.06% 31
2025
Q2 		$2.04M Sell
18,200
-2,600
-13% -$327K 0.06% 31
2025
Q1 		$2.28M Buy
20,800
+18,200
+700% +$2.31M 0.07% 31
2024
Q4 		$239K Hold
2,600
– – 0.01% 50
2024
Q3 		$239K Buy
+2,600
New +$307K 0.01% 41

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

Swan Global Investments's NVDA Position: Q1 2026 in Review

Swan Global Investments increased its NVIDIA (NVDA) stake by 24% in Q1 2026, buying an estimated $218K and bringing the position to 6,197 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #37.

Swan Global Investments first reported a position in NVDA in Q3 2025 and has held it in 3 quarters since. 5,831 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Swan Global Investments held 6,197 shares of NVIDIA worth $1.08M as of Q1 2026.
  • Swan Global Investments bought 1,190 NVIDIA shares in Q1 2026, an estimated $218K.
  • NVIDIA made up 0.04% of Swan Global Investments's portfolio in Q1 2026, its #37 holding.
  • Swan Global Investments first reported a position in NVIDIA in Q3 2025 and has held it in 3 quarters since.
  • 5,831 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Swan Global Investments's 13F filing for Q1 2026, filed 7 May 2026.