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TCFG Wealth Management’s NVIDIA NVDA Stock Holding History

TCFG Wealth Management’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 		$13.2M Sell
75,827
-2,705
-3% -$496K 4.94% 3
2025
Q4 		$14.6M Sell
78,532
-2,135
-3% -$397K 5.72% 2
2025
Q3 		$15.1M Sell
80,667
-1,419
-2% -$247K 5.91% 2
2025
Q2 		$13M Sell
82,086
-1,240
-1% -$156K 5.87% 1
2025
Q1 		$9.03M Buy
83,326
+1,522
+2% +$193K 4.53% 2
2024
Q4 		$11M Sell
81,804
-1,129
-1% -$156K 5.53% 2
2024
Q3 		$10.1M Buy
+82,933
New +$9.8M 5.06% 2

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

TCFG Wealth Management's NVDA Position: Q1 2026 in Review

TCFG Wealth Management reduced its NVIDIA (NVDA) stake by 3.4% in Q1 2026, selling an estimated $496K and leaving 75,827 shares worth $13.2M. The position accounts for 4.94% of the portfolio, ranked #3.

TCFG Wealth Management first reported a position in NVDA in Q3 2024 and has held it in 7 quarters since. The position peaked at $15.1M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • TCFG Wealth Management held 75,827 shares of NVIDIA worth $13.2M as of Q1 2026.
  • TCFG Wealth Management sold 2,705 NVIDIA shares in Q1 2026, an estimated $496K.
  • NVIDIA made up 4.94% of TCFG Wealth Management's portfolio in Q1 2026, its #3 holding.
  • TCFG Wealth Management first reported a position in NVIDIA in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's NVIDIA position peaked at $15.1M in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.