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Wealth Alliance’s NVIDIA NVDA Stock Holding History

Wealth Alliance’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 		$12.8M Sell
73,480
-2,225
-3% -$408K 1.27% 11
2025
Q4 		$14.1M Sell
75,705
-1,313
-2% -$244K 1.38% 12
2025
Q3 		$14.4M Buy
77,018
+6,686
+10% +$1.17M 1.48% 12
2025
Q2 		$11.1M Buy
70,332
+4,734
+7% +$596K 1.24% 14
2025
Q1 		$7.11M Sell
65,598
-6,980
-10% -$885K 0.86% 17
2024
Q4 		$9.75M Sell
72,578
-1,895
-3% -$261K 1.17% 13
2024
Q3 		$9.04M Sell
74,473
-118
-0.2% -$13.9K 1.08% 14
2024
Q2 		$9.22M Sell
74,591
-1,439
-2% -$145K 1.19% 13
2024
Q1 		$6.87M Buy
76,030
+890
+1% +$64.5K 0.9% 16
2023
Q4 		$3.72M Sell
75,140
-10,860
-13% -$503K 0.52% 31
2023
Q3 		$3.74M Sell
86,000
-15,780
-16% -$707K 0.59% 24
2023
Q2 		$4.31M Sell
101,780
-10,890
-10% -$362K 0.64% 22
2023
Q1 		$3.13M Buy
112,670
+9,930
+10% +$215K 0.51% 31
2022
Q4 		$1.5M Buy
102,740
+40,700
+66% +$597K 0.27% 82
2022
Q3 		$753K Sell
62,040
-930
-1% -$14.7K 0.15% 148
2022
Q2 		$955K Buy
62,970
+340
+0.5% +$6.42K 0.18% 132
2022
Q1 		$1.71M Sell
62,630
-2,740
-4% -$68.7K 0.35% 56
2021
Q4 		$1.92M Buy
65,370
+4,700
+8% +$129K 0.39% 49
2021
Q3 		$1.26M Buy
60,670
+4,630
+8% +$96.1K 0.28% 77
2021
Q2 		$1.12M Buy
56,040
+5,840
+12% +$93.6K 0.26% 88
2021
Q1 		$670K Buy
50,200
+1,000
+2% +$13.4K 0.19% 132
2020
Q4 		$642K Sell
49,200
-5,040
-9% -$67.5K 0.19% 134
2020
Q3 		$734K Sell
54,240
-5,720
-10% -$66.6K 0.26% 92
2020
Q2 		$569K Sell
59,960
-3,440
-5% -$27.8K 0.22% 117
2020
Q1 		$418K Buy
+63,400
New +$400K 0.23% 120

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

Wealth Alliance's NVDA Position: Q1 2026 in Review

Wealth Alliance reduced its NVIDIA (NVDA) stake by 2.9% in Q1 2026, selling an estimated $408K and leaving 73,480 shares worth $12.8M. The position accounts for 1.27% of the portfolio, ranked #11.

Wealth Alliance first reported a position in NVDA in Q1 2020 and has held it in 25 quarters since. The position peaked at $14.4M in Q3 2025. 5,829 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Wealth Alliance held 73,480 shares of NVIDIA worth $12.8M as of Q1 2026.
  • Wealth Alliance sold 2,225 NVIDIA shares in Q1 2026, an estimated $408K.
  • NVIDIA made up 1.27% of Wealth Alliance's portfolio in Q1 2026, its #11 holding.
  • Wealth Alliance first reported a position in NVIDIA in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's NVIDIA position peaked at $14.4M in Q3 2025.
  • 5,829 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.