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TruWealth Advisors’s NVIDIA NVDA Stock Holding History

TruWealth 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 		$23.3M Buy
133,636
+3,318
+3% +$609K 1.12% 32
2025
Q4 		$24.3M Buy
130,318
+1,746
+1% +$325K 1.19% 28
2025
Q3 		$24M Buy
128,572
+84,836
+194% +$14.8M 1.21% 25
2025
Q2 		$6.91M Buy
43,736
+4,846
+12% +$610K 0.38% 55
2025
Q1 		$4.21M Sell
38,890
-640
-2% -$81.1K 0.25% 59
2024
Q4 		$5.31M Buy
39,530
+445
+1% +$61.3K 0.32% 54
2024
Q3 		$4.75M Buy
39,085
+950
+2% +$112K 0.29% 54
2024
Q2 		$4.71M Buy
38,135
+1,605
+4% +$162K 0.31% 53
2024
Q1 		$3.3M Sell
36,530
-540
-1% -$39.1K 0.23% 59
2023
Q4 		$1.84M Buy
37,070
+1,460
+4% +$67.7K 0.14% 62
2023
Q3 		$1.55M Buy
35,610
+3,700
+12% +$166K 0.13% 69
2023
Q2 		$1.35M Buy
31,910
+2,790
+10% +$92.6K 0.12% 73
2023
Q1 		$809K Buy
29,120
+3,350
+13% +$72.5K 0.07% 78
2022
Q4 		$377K Sell
25,770
-1,160
-4% -$17K 0.04% 100
2022
Q3 		$327K Sell
26,930
-820
-3% -$13K 0.03% 95
2022
Q2 		$421K Buy
27,750
+7,470
+37% +$141K 0.05% 88
2022
Q1 		$553K Sell
20,280
-1,220
-6% -$30.6K 0.06% 71
2021
Q4 		$632K Buy
21,500
+1,190
+6% +$32.7K 0.06% 71
2021
Q3 		$421K Sell
20,310
-50
-0.2% -$1.04K 0.05% 81
2021
Q2 		$407K Sell
20,360
-200
-1% -$3.21K 0.05% 79
2021
Q1 		$274K Sell
20,560
-440
-2% -$5.91K 0.04% 90
2020
Q4 		$274K Buy
+21,000
New +$281K 0.04% 90

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

TruWealth Advisors's NVDA Position: Q1 2026 in Review

TruWealth Advisors increased its NVIDIA (NVDA) stake by 2.5% in Q1 2026, buying an estimated $609K and bringing the position to 133,636 shares worth $23.3M. The position accounts for 1.12% of the portfolio, ranked #32.

TruWealth Advisors first reported a position in NVDA in Q4 2020 and has held it in 22 quarters since. The position peaked at $24.3M in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • TruWealth Advisors held 133,636 shares of NVIDIA worth $23.3M as of Q1 2026.
  • TruWealth Advisors bought 3,318 NVIDIA shares in Q1 2026, an estimated $609K.
  • NVIDIA made up 1.12% of TruWealth Advisors's portfolio in Q1 2026, its #32 holding.
  • TruWealth Advisors first reported a position in NVIDIA in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's NVIDIA position peaked at $24.3M in Q4 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.