Trevian Wealth Management’s NVIDIA NVDA Stock Holding History

Trevian 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	$898K	Sell	5,147 -30	-0.6%	-$5.5K	0.44%	23
2025 Q4	$966K	Buy	5,177 +617	+14%	+$115K	0.46%	25
2025 Q3	$851K	Buy	4,560 +1,110	+32%	+$193K	0.46%	23
2025 Q2	$545K	Buy	3,450 +110	+3%	+$13.8K	0.33%	24
2025 Q1	$362K	Sell	3,340 -1,181	-26%	-$150K	0.26%	22
2024 Q4	$607K	Buy	4,521 +1	+0%	+$138	0.45%	20
2024 Q3	$549K	Buy	4,520 +100	+2%	+$11.8K	0.45%	20
2024 Q2	$546K	Hold	4,420	–	–	2.72%	9
2024 Q1	$399K	Buy	4,420 +200	+5%	+$14.5K	0.27%	21
2023 Q4	$209K	Buy	+4,220	New	+$196K	0.16%	30

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

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

Trevian Wealth Management reduced its NVIDIA (NVDA) stake by 0.58% in Q1 2026, selling an estimated $5.5K and leaving 5,147 shares worth $898K. The position accounts for 0.44% of the portfolio, ranked #23.

Trevian Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. The position peaked at $966K in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Trevian Wealth Management held 5,147 shares of NVIDIA worth $898K as of Q1 2026.
Trevian Wealth Management sold 30 NVIDIA shares in Q1 2026, an estimated $5.5K.
NVIDIA made up 0.44% of Trevian Wealth Management's portfolio in Q1 2026, its #23 holding.
Trevian Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
Trevian Wealth Management's NVIDIA position peaked at $966K in Q4 2025.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Trevian Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.