tru Independence’s NVIDIA NVDA Stock Holding History

tru Independence’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	$1.01M	Buy	5,803 +751	+15%	+$138K	0.5%	26
2025 Q4	$942K	Buy	5,052 +435	+9%	+$81K	0.24%	63
2025 Q3	$861K	Buy	4,617 +421	+10%	+$73.4K	0.22%	67
2025 Q2	$663K	Buy	4,196 +258	+7%	+$32.5K	0.19%	72
2025 Q1	$427K	Sell	3,938 -37	-0.9%	-$4.69K	0.13%	83
2024 Q4	$534K	Sell	3,975 -479	-11%	-$66K	0.17%	74
2024 Q3	$541K	Buy	4,454 +1,264	+40%	+$149K	0.16%	76
2024 Q2	$394K	Buy	+3,190	New	+$323K	0.12%	83
2021 Q1	–	Sell	-1,640	Closed	-$21	–	572
2020 Q4	$21	Buy	1,640 +1,120	+215%	+$15K	﹤0.01%	536
2020 Q3	$7K	Sell	520 -4,200	-89%	-$48.9K	﹤0.01%	290
2020 Q2	$45	Sell	4,720 -16,600	-78%	-$134K	0.01%	390
2020 Q1	$140	Hold	21,320	–	–	0.02%	227
2019 Q4	$140K	Buy	+21,320	New	+$111K	0.02%	280

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's NVDA Position: Q1 2026 in Review

tru Independence increased its NVIDIA (NVDA) stake by 15% in Q1 2026, buying an estimated $138K and bringing the position to 5,803 shares worth $1.01M. The position accounts for 0.5% of the portfolio, ranked #26.

tru Independence first reported a position in NVDA in Q4 2019 and has held it in 13 quarters since. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

tru Independence held 5,803 shares of NVIDIA worth $1.01M as of Q1 2026.
tru Independence bought 751 NVIDIA shares in Q1 2026, an estimated $138K.
NVIDIA made up 0.5% of tru Independence's portfolio in Q1 2026, its #26 holding.
tru Independence first reported a position in NVIDIA in Q4 2019 and has held it in 13 quarters since.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.