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Trace Wealth Advisors’s NVIDIA NVDA Stock Holding History

Trace 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 		– Sell
-1,202
Closed -$224K – 72
2025
Q4 		$224K Sell
1,202
-132
-10% -$24.6K 0.16% 62
2025
Q3 		$249K Buy
+1,334
New +$233K 0.19% 58
2025
Q2 		– Sell
-2,795
Closed -$303K – 59
2025
Q1 		$303K Sell
2,795
-43
-2% -$5.45K 0.27% 48
2024
Q4 		$381K Buy
+2,838
New +$391K 0.34% 40

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

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

Trace Wealth Advisors sold out of NVIDIA (NVDA) in Q1 2026, closing a stake of 1,202 shares — an estimated $224K sold.

Trace Wealth Advisors first reported a position in NVDA in Q4 2024 and held it in 4 quarters. The position peaked at $381K in Q4 2024. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Trace Wealth Advisors reported no remaining NVIDIA position as of Q1 2026 after selling out during the quarter.
  • Trace Wealth Advisors sold 1,202 NVIDIA shares in Q1 2026, an estimated $224K.
  • Trace Wealth Advisors first reported a position in NVIDIA in Q4 2024 and held it in 4 quarters.
  • Trace Wealth Advisors's NVIDIA position peaked at $381K in Q4 2024.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Trace Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.