United Advisor Group’s NVIDIA NVDA Stock Holding History

United Advisor Group’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	$25.3M	Buy	144,875 +2,643	+2%	+$485K	3.11%	1
2025 Q4	$26.5M	Sell	142,232 -5,098	-3%	-$949K	3.31%	1
2025 Q3	$27.5M	Buy	147,330 +21,633	+17%	+$3.77M	3.7%	1
2025 Q2	$19.9M	Buy	125,697 +7,930	+7%	+$998K	3.43%	1
2025 Q1	$12.8M	Sell	117,767 -3,775	-3%	-$478K	2.62%	3
2024 Q4	$16.3M	Sell	121,542 -1,731	-1%	-$239K	3.23%	2
2024 Q3	$15M	Buy	123,273 +16,688	+16%	+$1.97M	3.38%	2
2024 Q2	$13.2M	Sell	106,585 -1,155	-1%	-$117K	4.09%	1
2024 Q1	$9.73M	Buy	+107,740	New	+$7.81M	3.66%	1

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

United Advisor Group's NVDA Position: Q1 2026 in Review

United Advisor Group increased its NVIDIA (NVDA) stake by 1.9% in Q1 2026, buying an estimated $485K and bringing the position to 144,875 shares worth $25.3M. The position accounts for 3.11% of the portfolio, ranked #1.

United Advisor Group first reported a position in NVDA in Q1 2024 and has held it in 9 quarters since. The position peaked at $27.5M in Q3 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

United Advisor Group held 144,875 shares of NVIDIA worth $25.3M as of Q1 2026.
United Advisor Group bought 2,643 NVIDIA shares in Q1 2026, an estimated $485K.
NVIDIA made up 3.11% of United Advisor Group's portfolio in Q1 2026, its #1 holding.
United Advisor Group first reported a position in NVIDIA in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's NVIDIA position peaked at $27.5M in Q3 2025.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.