Tandem Wealth Advisors’s NVIDIA NVDA Stock Holding History

Tandem 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	$1.31M	Buy	7,520 +268	+4%	+$49.2K	0.58%	18
2025 Q4	$1.35M	Buy	7,252 +2,280	+46%	+$424K	0.61%	18
2025 Q3	$928K	Sell	4,972 -1,685	-25%	-$294K	0.44%	21
2025 Q2	$1.05M	Buy	6,657 +1,082	+19%	+$136K	0.52%	19
2025 Q1	$604K	Sell	5,575 -195	-3%	-$24.7K	0.32%	27
2024 Q4	$775K	Buy	5,770 +655	+13%	+$90.3K	0.4%	24
2024 Q3	$621K	Sell	5,115 -345	-6%	-$40.8K	0.31%	22
2024 Q2	$675K	Sell	5,460 -190	-3%	-$19.2K	0.36%	21
2024 Q1	$511K	Sell	5,650 -880	-13%	-$63.8K	0.28%	23
2023 Q4	$323K	Hold	6,530	–	–	0.19%	35
2023 Q3	$284K	Buy	6,530 +70	+1%	+$3.14K	0.17%	36
2023 Q2	$273K	Sell	6,460 -8,240	-56%	-$274K	0.17%	36
2023 Q1	$408K	Sell	14,700 -110	-0.7%	-$2.38K	0.25%	24
2022 Q4	$216K	Buy	+14,810	New	+$217K	0.14%	46

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

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

Tandem Wealth Advisors increased its NVIDIA (NVDA) stake by 3.7% in Q1 2026, buying an estimated $49.2K and bringing the position to 7,520 shares worth $1.31M. The position accounts for 0.58% of the portfolio, ranked #18.

Tandem Wealth Advisors first reported a position in NVDA in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.35M in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Tandem Wealth Advisors held 7,520 shares of NVIDIA worth $1.31M as of Q1 2026.
Tandem Wealth Advisors bought 268 NVIDIA shares in Q1 2026, an estimated $49.2K.
NVIDIA made up 0.58% of Tandem Wealth Advisors's portfolio in Q1 2026, its #18 holding.
Tandem Wealth Advisors first reported a position in NVIDIA in Q4 2022 and has held it in 14 quarters since.
Tandem Wealth Advisors's NVIDIA position peaked at $1.35M in Q4 2025.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.