Tru Independence Asset Management 2’s NVIDIA NVDA Stock Holding History

Tru Independence Asset Management 2’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	$3M	Buy	17,227 +7,318	+74%	+$1.34M	1.85%	18
2025 Q4	$1.85M	Hold	9,909	–	–	1.16%	26
2025 Q3	$1.85M	Buy	9,909 +146	+1%	+$25.4K	1.22%	25
2025 Q2	$1.54M	Buy	9,763 +446	+5%	+$56.1K	1.06%	27
2025 Q1	$1.01M	Buy	+9,317	New	+$1.18M	0.76%	34
2023 Q1	$7.29M	Buy	+262,430	New	+$5.68M	7.33%	2
2022 Q2	–	Sell	-60,410	Closed	-$1.65M	–	86
2022 Q1	$1.65M	Sell	60,410 -9,950	-14%	-$250K	0.95%	22
2021 Q4	$2.07M	Buy	70,360 +10,410	+17%	+$286K	1.1%	21
2021 Q3	$1.24M	Buy	59,950 +42,950	+253%	+$892K	0.88%	24
2021 Q2	$340K	Buy	+17,000	New	+$273K	0.23%	85
2021 Q1	–	Sell	-35,880	Closed	-$468K	–	311
2020 Q4	$468K	Buy	+35,880	New	+$480K	0.39%	61

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

Tru Independence Asset Management 2's NVDA Position: Q1 2026 in Review

Tru Independence Asset Management 2 increased its NVIDIA (NVDA) stake by 74% in Q1 2026, buying an estimated $1.34M and bringing the position to 17,227 shares worth $3M. The position accounts for 1.85% of the portfolio, ranked #18.

Tru Independence Asset Management 2 first reported a position in NVDA in Q4 2020 and has held it in 11 quarters since. The position peaked at $7.29M in Q1 2023. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Tru Independence Asset Management 2 held 17,227 shares of NVIDIA worth $3M as of Q1 2026.
Tru Independence Asset Management 2 bought 7,318 NVIDIA shares in Q1 2026, an estimated $1.34M.
NVIDIA made up 1.85% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #18 holding.
Tru Independence Asset Management 2 first reported a position in NVIDIA in Q4 2020 and has held it in 11 quarters since.
Tru Independence Asset Management 2's NVIDIA position peaked at $7.29M in Q1 2023.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.