Swisher Financial Concepts’s NVIDIA NVDA Stock Holding History

Swisher Financial Concepts’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	$1.28M	Sell	7,364 -248	-3%	-$45.5K	0.72%	23
2025 Q4	$1.42M	Buy	7,612 +256	+3%	+$47.7K	0.81%	20
2025 Q3	$1.37M	Buy	7,356 +543	+8%	+$94.6K	0.82%	20
2025 Q2	$1.08M	Buy	6,813 +441	+7%	+$55.5K	0.69%	22
2025 Q1	$691K	Buy	6,372 +2,521	+65%	+$320K	0.57%	30
2024 Q4	$517K	Sell	3,851 -1,133	-23%	-$156K	0.61%	31
2024 Q3	$610K	Buy	4,984 +861	+21%	+$102K	0.38%	44
2024 Q2	$506K	Buy	4,123 +813	+25%	+$82.2K	0.51%	38
2024 Q1	$291K	Buy	+3,310	New	+$240K	0.25%	63

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

Swisher Financial Concepts's NVDA Position: Q1 2026 in Review

Swisher Financial Concepts reduced its NVIDIA (NVDA) stake by 3.3% in Q1 2026, selling an estimated $45.5K and leaving 7,364 shares worth $1.28M. The position accounts for 0.72% of the portfolio, ranked #23.

Swisher Financial Concepts first reported a position in NVDA in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.42M in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Swisher Financial Concepts held 7,364 shares of NVIDIA worth $1.28M as of Q1 2026.
Swisher Financial Concepts sold 248 NVIDIA shares in Q1 2026, an estimated $45.5K.
NVIDIA made up 0.72% of Swisher Financial Concepts's portfolio in Q1 2026, its #23 holding.
Swisher Financial Concepts first reported a position in NVIDIA in Q1 2024 and has held it in 9 quarters since.
Swisher Financial Concepts's NVIDIA position peaked at $1.42M in Q4 2025.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.