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Wealthspire Advisors (New York)’s NVIDIA NVDA Stock Holding History

Wealthspire Advisors (New York)’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 		$55.3M Sell
317,353
-78,062
-20% -$14.3M 0.43% 41
2025
Q4 		$73.7M Buy
395,415
+163,897
+71% +$30.5M 0.59% 32
2025
Q3 		$43.2M Sell
231,518
-5,171
-2% -$901K 0.23% 53
2025
Q2 		$37.4M Buy
236,689
+40,863
+21% +$5.14M 0.21% 53
2025
Q1 		$21.2M Buy
195,826
+20,930
+12% +$2.65M 0.13% 77
2024
Q4 		$23.5M Buy
174,896
+39,944
+30% +$5.51M 0.23% 60
2024
Q3 		$16.4M Buy
134,952
+11,365
+9% +$1.34M 0.17% 69
2024
Q2 		$15.3M Buy
123,587
+17,797
+17% +$1.8M 0.2% 53
2024
Q1 		$9.56M Sell
105,790
-16,990
-14% -$1.23M 0.13% 77
2023
Q4 		$6.08M Buy
122,780
+17,240
+16% +$799K 0.09% 104
2023
Q3 		$4.59M Buy
105,540
+27,170
+35% +$1.22M 0.08% 110
2023
Q2 		$3.32M Buy
78,370
+8,230
+12% +$273K 0.05% 115
2023
Q1 		$1.95M Sell
70,140
-56,980
-45% -$1.23M 0.03% 154
2022
Q4 		$1.86M Buy
127,120
+42,670
+51% +$626K 0.03% 163
2022
Q3 		$1.02M Buy
84,450
+38,590
+84% +$610K 0.02% 225
2022
Q2 		$695K Buy
45,860
+6,290
+16% +$119K 0.01% 269
2022
Q1 		$1.08M Sell
39,570
-135,100
-77% -$3.39M 0.02% 182
2021
Q4 		$5.14M Buy
174,670
+69,660
+66% +$1.92M 0.11% 82
2021
Q3 		$2.17M Buy
105,010
+59,650
+132% +$1.24M 0.05% 158
2021
Q2 		$907K Sell
45,360
-250,320
-85% -$4.01M 0.02% 172
2021
Q1 		$3.95M Buy
295,680
+28,760
+11% +$387K 0.09% 107
2020
Q4 		$3.48M Buy
266,920
+100,920
+61% +$1.35M 0.1% 91
2020
Q3 		$2.25M Buy
166,000
+23,560
+17% +$274K 0.13% 73
2020
Q2 		$1.35M Sell
142,440
-162,120
-53% -$1.31M 0.09% 90
2020
Q1 		$2.01M Buy
304,560
+228,400
+300% +$1.44M 0.08% 124
2019
Q4 		$448K Buy
76,160
+21,040
+38% +$109K 0.03% 111
2019
Q3 		$240K Buy
+55,120
New +$232K 0.02% 141
2019
Q1 		– Sell
-21,040
Closed -$70K – 560
2018
Q4 		$70K Buy
+21,040
New +$101K 0.01% 149

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

Wealthspire Advisors (New York)'s NVDA Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its NVIDIA (NVDA) stake by 20% in Q1 2026, selling an estimated $14.3M and leaving 317,353 shares worth $55.3M. The position accounts for 0.43% of the portfolio, ranked #41.

Wealthspire Advisors (New York) first reported a position in NVDA in Q4 2018 and has held it in 28 quarters since. The position peaked at $73.7M in Q4 2025. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Wealthspire Advisors (New York) held 317,353 shares of NVIDIA worth $55.3M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 78,062 NVIDIA shares in Q1 2026, an estimated $14.3M.
  • NVIDIA made up 0.43% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #41 holding.
  • Wealthspire Advisors (New York) first reported a position in NVIDIA in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s NVIDIA position peaked at $73.7M in Q4 2025.
  • 5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.