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Walkner Condon Financial Advisors’s NVIDIA NVDA Stock Holding History

Walkner Condon 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 		$5.2M Buy
29,822
+4,339
+17% +$796K 0.69% 34
2025
Q4 		$4.75M Sell
25,483
-1,893
-7% -$352K 0.66% 33
2025
Q3 		$5.11M Sell
27,376
-361
-1% -$62.9K 0.81% 30
2025
Q2 		$4.38M Sell
27,737
-266
-0.9% -$33.5K 0.81% 30
2025
Q1 		$3.04M Buy
28,003
+487
+2% +$61.7K 0.61% 39
2024
Q4 		$3.7M Sell
27,516
-1,015
-4% -$140K 0.75% 34
2024
Q3 		$3.46M Sell
28,531
-12,020
-30% -$1.42M 0.71% 37
2024
Q2 		$5.04M Sell
40,551
-8,399
-17% -$849K 1.09% 26
2024
Q1 		$4.42M Sell
48,950
-340
-0.7% -$24.6K 0.94% 31
2023
Q4 		$2.44M Buy
49,290
+3,410
+7% +$158K 0.56% 48
2023
Q3 		$2M Buy
45,880
+8,810
+24% +$395K 0.53% 50
2023
Q2 		$1.57M Sell
37,070
-5,460
-13% -$181K 0.41% 59
2023
Q1 		$1.18M Buy
42,530
+1,860
+5% +$40.3K 0.33% 68
2022
Q4 		$594K Sell
40,670
-7,640
-16% -$112K 0.18% 108
2022
Q3 		$587K Buy
48,310
+350
+0.7% +$5.53K 0.19% 103
2022
Q2 		$727K Sell
47,960
-2,980
-6% -$56.2K 0.23% 93
2022
Q1 		$1.39M Buy
+50,940
New +$1.28M 0.4% 60
2021
Q4 		– Sell
-36,080
Closed -$746K – 161
2021
Q3 		$746K Hold
36,080
– – 0.37% 57
2021
Q2 		$720K Sell
36,080
-2,000
-5% -$32.1K 0.26% 70
2021
Q1 		$508K Buy
38,080
+11,880
+45% +$160K 0.2% 95
2020
Q4 		$342K Buy
26,200
+1,440
+6% +$19.3K 0.15% 98
2020
Q3 		$335K Buy
24,760
+560
+2% +$6.52K 0.18% 95
2020
Q2 		$230K Buy
+24,200
New +$196K 0.2% 55

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

Walkner Condon Financial Advisors's NVDA Position: Q1 2026 in Review

Walkner Condon Financial Advisors increased its NVIDIA (NVDA) stake by 17% in Q1 2026, buying an estimated $796K and bringing the position to 29,822 shares worth $5.2M. The position accounts for 0.69% of the portfolio, ranked #34.

Walkner Condon Financial Advisors first reported a position in NVDA in Q2 2020 and has held it in 23 quarters since. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Walkner Condon Financial Advisors held 29,822 shares of NVIDIA worth $5.2M as of Q1 2026.
  • Walkner Condon Financial Advisors bought 4,339 NVIDIA shares in Q1 2026, an estimated $796K.
  • NVIDIA made up 0.69% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #34 holding.
  • Walkner Condon Financial Advisors first reported a position in NVIDIA in Q2 2020 and has held it in 23 quarters since.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.