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Valued Retirements’s NVIDIA NVDA Stock Holding History

Valued Retirements’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 		$1.31M Buy
7,527
+5
+0.1% +$917 1.28% 21
2025
Q4 		$1.4M Buy
7,522
+151
+2% +$28.1K 1.37% 21
2025
Q3 		$1.16M Hold
7,371
– – 1.31% 22
2025
Q2 		$1.16M Sell
7,371
-293
-4% -$36.9K 1.31% 22
2025
Q1 		$831K Buy
7,664
+530
+7% +$67.2K 1.09% 25
2024
Q4 		$958K Hold
7,134
– – 1.29% 20
2024
Q3 		$866K Sell
7,134
-230
-3% -$27.2K 1.19% 20
2024
Q2 		$910K Buy
7,364
+4
+0.1% +$404 1.38% 17
2024
Q1 		$665K Hold
7,360
– – 1.06% 23
2023
Q4 		$365K Buy
+7,360
New +$341K 0.63% 37

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

Valued Retirements's NVDA Position: Q1 2026 in Review

Valued Retirements increased its NVIDIA (NVDA) stake by 0.07% in Q1 2026, buying an estimated $917 and bringing the position to 7,527 shares worth $1.31M. The position accounts for 1.28% of the portfolio, ranked #21.

Valued Retirements first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.4M in Q4 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Valued Retirements held 7,527 shares of NVIDIA worth $1.31M as of Q1 2026.
  • Valued Retirements bought 5 NVIDIA shares in Q1 2026, an estimated $917.
  • NVIDIA made up 1.28% of Valued Retirements's portfolio in Q1 2026, its #21 holding.
  • Valued Retirements first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
  • Valued Retirements's NVIDIA position peaked at $1.4M in Q4 2025.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.