Waterford Advisors’s NVIDIA NVDA Stock Holding History

Waterford 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	$1.02M	Hold	6,202	–	–	0.32%	27
2025 Q4	$1.16M	Buy	6,202 +190	+3%	+$35.4K	0.45%	20
2025 Q3	$1.12M	Sell	6,012 -8,006	-57%	-$1.4M	0.39%	24
2025 Q2	$928K	Buy	14,018 +8,008	+133%	+$1.01M	0.34%	27
2025 Q1	$651K	Buy	6,010 +734	+14%	+$93K	0.27%	29
2024 Q4	$709K	Sell	5,276 -1,034	-16%	-$143K	0.36%	23
2024 Q3	$766K	Sell	6,310 -300	-5%	-$35.4K	0.39%	23
2024 Q2	$817K	Buy	6,610 +650	+11%	+$65.7K	0.34%	27
2024 Q1	$539K	Hold	5,960	–	–	0.23%	32
2023 Q4	$295K	Hold	5,960	–	–	0.14%	42
2023 Q3	$259K	Buy	5,960 +1,000	+20%	+$44.8K	0.15%	40
2023 Q2	$210K	Buy	+4,960	New	+$165K	0.1%	51

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

Waterford Advisors's NVDA Position: Q1 2026 in Review

Waterford Advisors held its NVIDIA (NVDA) position steady in Q1 2026 at 6,202 shares worth $1.02M. The position accounts for 0.32% of the portfolio, ranked #27.

Waterford Advisors first reported a position in NVDA in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.16M in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Waterford Advisors held 6,202 shares of NVIDIA worth $1.02M as of Q1 2026.
Waterford Advisors left its NVIDIA share count unchanged in Q1 2026.
NVIDIA made up 0.32% of Waterford Advisors's portfolio in Q1 2026, its #27 holding.
Waterford Advisors first reported a position in NVIDIA in Q2 2023 and has held it in 12 quarters since.
Waterford Advisors's NVIDIA position peaked at $1.16M in Q4 2025.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

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