Wescott Financial Advisory Group’s NVIDIA NVDA Stock Holding History

Wescott Financial Advisory Group’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	$2.42M	Buy	13,869 +840	+6%	+$154K	0.21%	57
2025 Q4	$2.43M	Buy	13,029 +3,441	+36%	+$641K	0.21%	58
2025 Q3	$1.79M	Buy	9,588 +1,002	+12%	+$175K	0.16%	65
2025 Q2	$1.36M	Buy	8,586 +802	+10%	+$101K	0.13%	78
2025 Q1	$844K	Sell	7,784 -70	-0.9%	-$8.87K	0.09%	88
2024 Q4	$1.05M	Buy	7,854 +3,906	+99%	+$538K	0.11%	81
2024 Q3	$479K	Buy	3,948 +997	+34%	+$118K	0.05%	117
2024 Q2	$365K	Sell	2,951 -5,019	-63%	-$507K	0.04%	135
2024 Q1	$720K	Sell	7,970 -4,530	-36%	-$328K	0.09%	87
2023 Q4	$619K	Buy	12,500 +500	+4%	+$23.2K	0.09%	91
2023 Q3	$522K	Buy	12,000 +250	+2%	+$11.2K	0.1%	96
2023 Q2	$497K	Buy	11,750 +3,620	+45%	+$120K	0.09%	100
2023 Q1	$226K	Buy	+8,130	New	+$176K	0.05%	141
2021 Q4	–	Sell	-11,780	Closed	-$244K	–	75
2021 Q3	$244K	Buy	+11,780	New	+$245K	0.14%	61

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

Wescott Financial Advisory Group's NVDA Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its NVIDIA (NVDA) stake by 6.4% in Q1 2026, buying an estimated $154K and bringing the position to 13,869 shares worth $2.42M. The position accounts for 0.21% of the portfolio, ranked #57.

Wescott Financial Advisory Group first reported a position in NVDA in Q3 2021 and has held it in 14 quarters since. The position peaked at $2.43M in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Wescott Financial Advisory Group held 13,869 shares of NVIDIA worth $2.42M as of Q1 2026.
Wescott Financial Advisory Group bought 840 NVIDIA shares in Q1 2026, an estimated $154K.
NVIDIA made up 0.21% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #57 holding.
Wescott Financial Advisory Group first reported a position in NVIDIA in Q3 2021 and has held it in 14 quarters since.
Wescott Financial Advisory Group's NVIDIA position peaked at $2.43M in Q4 2025.
5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.