UCFA
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United Capital Financial Advisors’s NVIDIA NVDA Stock Holding History

United Capital Financial 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 		$1.74M Buy
+10,000
New +$1.83M 0.01% 588

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

United Capital Financial Advisors's NVDA Position: Q1 2026 in Review

United Capital Financial Advisors increased its NVIDIA (NVDA) stake by 9% in Q1 2026, buying an estimated $32.5M and bringing the position to 2,141,958 shares worth $374M. The position accounts for 2.3% of the portfolio, ranked #6.

United Capital Financial Advisors first reported a position in NVDA in Q1 2014 and has held it in 49 quarters since. 5,834 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • United Capital Financial Advisors held 2,141,958 shares of NVIDIA worth $374M as of Q1 2026.
  • United Capital Financial Advisors bought 177,080 NVIDIA shares in Q1 2026, an estimated $32.5M.
  • NVIDIA made up 2.3% of United Capital Financial Advisors's portfolio in Q1 2026, its #6 holding.
  • United Capital Financial Advisors first reported a position in NVIDIA in Q1 2014 and has held it in 49 quarters since.
  • 5,834 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.