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Tred Avon Family Wealth’s NVIDIA NVDA Stock Holding History

Tred Avon Family Wealth’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 		$5.24M Sell
30,028
-2,442
-8% -$448K 1.74% 8
2025
Q4 		$6.06M Sell
32,470
-603
-2% -$112K 1.97% 9
2025
Q3 		$6.17M Buy
+33,073
New +$5.76M 2.12% 7

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

Tred Avon Family Wealth's NVDA Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its NVIDIA (NVDA) stake by 7.5% in Q1 2026, selling an estimated $448K and leaving 30,028 shares worth $5.24M. The position accounts for 1.74% of the portfolio, ranked #8.

Tred Avon Family Wealth first reported a position in NVDA in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.17M in Q3 2025. 5,834 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Tred Avon Family Wealth held 30,028 shares of NVIDIA worth $5.24M as of Q1 2026.
  • Tred Avon Family Wealth sold 2,442 NVIDIA shares in Q1 2026, an estimated $448K.
  • NVIDIA made up 1.74% of Tred Avon Family Wealth's portfolio in Q1 2026, its #8 holding.
  • Tred Avon Family Wealth first reported a position in NVIDIA in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's NVIDIA position peaked at $6.17M in Q3 2025.
  • 5,834 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.