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Synergy Financial Group’s NVIDIA NVDA Stock Holding History

Synergy Financial Group’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 Sell
61,945
-191
-0.3% -$35K 8.12% 1
2025
Q4 		$11.6M Sell
62,136
-3,135
-5% -$584K 8.14% 1
2025
Q3 		$12.2M Sell
65,271
-1,688
-3% -$294K 8.21% 1
2025
Q2 		$10.6M Buy
66,959
+874
+1% +$110K 7.79% 1
2025
Q1 		$7.16M Buy
66,085
+1,982
+3% +$251K 6.43% 2
2024
Q4 		$8.61M Sell
64,103
-4,470
-7% -$616K 7.18% 2
2024
Q3 		$8.33M Buy
68,573
+101
+0.1% +$11.9K 7.91% 2
2024
Q2 		$8.46M Buy
68,472
+1,512
+2% +$153K 8.86% 1
2024
Q1 		$6.05M Sell
66,960
-14,730
-18% -$1.07M 6.82% 3
2023
Q4 		$4.05M Sell
81,690
-6,790
-8% -$315K 4.96% 5
2023
Q3 		$3.85M Sell
88,480
-1,720
-2% -$77.1K 5.37% 5
2023
Q2 		$3.82M Sell
90,200
-41,650
-32% -$1.38M 5.15% 6
2023
Q1 		$3.66M Sell
131,850
-11,620
-8% -$251K 5.96% 3
2022
Q4 		$2.1M Sell
143,470
-17,060
-11% -$250K 4.14% 5
2022
Q3 		$1.95M Sell
160,530
-5,470
-3% -$86.5K 2.92% 5
2022
Q2 		$2.52M Sell
166,000
-4,240
-2% -$80K 3.94% 5
2022
Q1 		$4.64M Buy
170,240
+1,640
+1% +$41.1K 4.88% 3
2021
Q4 		$4.96M Buy
+168,600
New +$4.64M 4.45% 5

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

Synergy Financial Group's NVDA Position: Q1 2026 in Review

Synergy Financial Group reduced its NVIDIA (NVDA) stake by 0.31% in Q1 2026, selling an estimated $35K and leaving 61,945 shares worth $10.8M. The position accounts for 8.12% of the portfolio, ranked #1.

Synergy Financial Group first reported a position in NVDA in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.2M in Q3 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Synergy Financial Group held 61,945 shares of NVIDIA worth $10.8M as of Q1 2026.
  • Synergy Financial Group sold 191 NVIDIA shares in Q1 2026, an estimated $35K.
  • NVIDIA made up 8.12% of Synergy Financial Group's portfolio in Q1 2026, its #1 holding.
  • Synergy Financial Group first reported a position in NVIDIA in Q4 2021 and has held it in 18 quarters since.
  • Synergy Financial Group's NVIDIA position peaked at $12.2M in Q3 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.