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Talisman Wealth Advisors’s NVIDIA NVDA Stock Holding History

Talisman 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 		$3.6M Buy
20,632
+118
+0.6% +$21.6K 2.9% 8
2025
Q4 		$3.83M Sell
20,514
-288
-1% -$53.6K 2.98% 8
2025
Q3 		$3.88M Buy
20,802
+47
+0.2% +$8.19K 3.22% 7
2025
Q2 		$3.28M Buy
20,755
+4,981
+32% +$627K 2.99% 6
2025
Q1 		$1.71M Sell
15,774
-291
-2% -$36.9K 1.76% 17
2024
Q4 		$2.16M Sell
16,065
-71
-0.4% -$9.79K 2.29% 11
2024
Q3 		$1.96M Sell
16,136
-9
-0.1% -$1.06K 2.06% 12
2024
Q2 		$1.99M Sell
16,145
-245
-1% -$24.8K 2.3% 11
2024
Q1 		$1.48M Sell
16,390
-390
-2% -$28.3K 1.86% 16
2023
Q4 		$831K Buy
16,780
+20
+0.1% +$927 1.23% 23
2023
Q3 		$729K Sell
16,760
-70
-0.4% -$3.14K 1.26% 24
2023
Q2 		$712K Sell
16,830
-50
-0.3% -$1.66K 1.21% 26
2023
Q1 		$469K Buy
+16,880
New +$365K 0.85% 35

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

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

Talisman Wealth Advisors increased its NVIDIA (NVDA) stake by 0.58% in Q1 2026, buying an estimated $21.6K and bringing the position to 20,632 shares worth $3.6M. The position accounts for 2.9% of the portfolio, ranked #8.

Talisman Wealth Advisors first reported a position in NVDA in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.88M in Q3 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Talisman Wealth Advisors held 20,632 shares of NVIDIA worth $3.6M as of Q1 2026.
  • Talisman Wealth Advisors bought 118 NVIDIA shares in Q1 2026, an estimated $21.6K.
  • NVIDIA made up 2.9% of Talisman Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • Talisman Wealth Advisors first reported a position in NVIDIA in Q1 2023 and has held it in 13 quarters since.
  • Talisman Wealth Advisors's NVIDIA position peaked at $3.88M in Q3 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.