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Waypoint Wealth Counsel’s NVIDIA NVDA Stock Holding History

Waypoint Wealth Counsel’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 		$3.74M Sell
21,426
-9,091
-30% -$1.67M 1.93% 11
2025
Q4 		$5.69M Buy
30,517
+1,408
+5% +$262K 2.09% 10
2025
Q3 		$5.43M Buy
29,109
+1,756
+6% +$306K 2.14% 10
2025
Q2 		$4.32M Buy
27,353
+2,481
+10% +$312K 2.14% 10
2025
Q1 		$2.7M Buy
24,872
+3,723
+18% +$472K 1.69% 13
2024
Q4 		$2.84M Buy
21,149
+319
+2% +$44K 1.85% 13
2024
Q3 		$2.53M Buy
20,830
+2,852
+16% +$337K 1.7% 14
2024
Q2 		$2.22M Sell
17,978
-472
-3% -$47.7K 1.7% 14
2024
Q1 		$1.67M Buy
18,450
+7,890
+75% +$572K 1.29% 19
2023
Q4 		$523K Buy
10,560
+60
+0.6% +$2.78K 0.45% 45
2023
Q3 		$457K Buy
10,500
+690
+7% +$30.9K 0.43% 45
2023
Q2 		$415K Sell
9,810
-4,490
-31% -$149K 0.37% 49
2023
Q1 		$397K Buy
+14,300
New +$309K 0.31% 57

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

Waypoint Wealth Counsel's NVDA Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its NVIDIA (NVDA) stake by 30% in Q1 2026, selling an estimated $1.67M and leaving 21,426 shares worth $3.74M. The position accounts for 1.93% of the portfolio, ranked #11.

Waypoint Wealth Counsel first reported a position in NVDA in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.69M in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Waypoint Wealth Counsel held 21,426 shares of NVIDIA worth $3.74M as of Q1 2026.
  • Waypoint Wealth Counsel sold 9,091 NVIDIA shares in Q1 2026, an estimated $1.67M.
  • NVIDIA made up 1.93% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #11 holding.
  • Waypoint Wealth Counsel first reported a position in NVIDIA in Q1 2023 and has held it in 13 quarters since.
  • Waypoint Wealth Counsel's NVIDIA position peaked at $5.69M in Q4 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.