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UP Strategic Wealth Investment Advisors’s NVIDIA NVDA Stock Holding History

UP Strategic Wealth Investment 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 		$8.92M Buy
42,197
+6,040
+17% +$1.11M 5.62% 4
2025
Q4 		$6.7M Sell
36,157
-6,570
-15% -$1.22M 4.87% 5
2025
Q3 		$7.68M Sell
42,727
-21
-0% -$3.66K 5.76% 4
2025
Q2 		$6.75M Sell
42,748
-399
-0.9% -$50.2K 5.27% 4
2025
Q1 		$4.68M Buy
43,147
+3,706
+9% +$470K 4.16% 6
2024
Q4 		$5.3M Buy
39,441
+6,291
+19% +$867K 5.3% 6
2024
Q3 		$4.03M Buy
33,150
+5,379
+19% +$635K 4.51% 8
2024
Q2 		$3.43M Sell
27,771
-459
-2% -$46.4K 5.2% 5
2024
Q1 		$2.55M Sell
28,230
-400
-1% -$29K 4.17% 6
2023
Q4 		$1.42M Buy
+28,630
New +$1.33M 2.59% 9

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

UP Strategic Wealth Investment Advisors's NVDA Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its NVIDIA (NVDA) stake by 17% in Q1 2026, buying an estimated $1.11M and bringing the position to 42,197 shares worth $8.92M. The position accounts for 5.62% of the portfolio, ranked #4.

UP Strategic Wealth Investment Advisors first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. 5,830 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 42,197 shares of NVIDIA worth $8.92M as of Q1 2026.
  • UP Strategic Wealth Investment Advisors bought 6,040 NVIDIA shares in Q1 2026, an estimated $1.11M.
  • NVIDIA made up 5.62% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #4 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
  • 5,830 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.