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West Wealth Group’s NVIDIA NVDA Stock Holding History

West Wealth 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 		$6.56M Buy
37,594
+3,475
+10% +$638K 1.3% 18
2025
Q4 		$6.36M Buy
34,119
+2,125
+7% +$396K 1.32% 17
2025
Q3 		$5.75M Buy
31,994
+5,149
+19% +$898K 1.3% 17
2025
Q2 		$4.82M Sell
26,845
-2,797
-9% -$352K 1.2% 19
2025
Q1 		$3.27M Sell
29,642
-122
-0.4% -$15.5K 0.97% 19
2024
Q4 		$4M Buy
29,764
+10,183
+52% +$1.4M 1.19% 15
2024
Q3 		$2.38M Buy
19,581
+1,342
+7% +$159K 0.77% 19
2024
Q2 		$2.25M Sell
18,239
-131
-0.7% -$13.2K 0.8% 20
2024
Q1 		$1.66M Buy
18,370
+10
+0.1% +$725 0.62% 25
2023
Q4 		$909K Buy
18,360
+320
+2% +$14.8K 0.36% 29
2023
Q3 		$785K Sell
18,040
-2,820
-14% -$126K 0.34% 30
2023
Q2 		$882K Buy
20,860
+910
+5% +$30.2K 0.37% 25
2023
Q1 		$554K Buy
19,950
+1,860
+10% +$40.3K 0.26% 27
2022
Q4 		$264K Sell
18,090
-630
-3% -$9.24K 0.13% 54
2022
Q3 		$227K Buy
18,720
+700
+4% +$11.1K 0.12% 53
2022
Q2 		$273K Buy
18,020
+1,000
+6% +$18.9K 0.13% 48
2022
Q1 		$464K Buy
17,020
+2,260
+15% +$56.7K 0.18% 34
2021
Q4 		$434K Buy
+14,760
New +$406K 0.16% 35

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

West Wealth Group's NVDA Position: Q1 2026 in Review

West Wealth Group increased its NVIDIA (NVDA) stake by 10% in Q1 2026, buying an estimated $638K and bringing the position to 37,594 shares worth $6.56M. The position accounts for 1.3% of the portfolio, ranked #18.

West Wealth Group first reported a position in NVDA in Q4 2021 and has held it in 18 quarters since. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • West Wealth Group held 37,594 shares of NVIDIA worth $6.56M as of Q1 2026.
  • West Wealth Group bought 3,475 NVIDIA shares in Q1 2026, an estimated $638K.
  • NVIDIA made up 1.3% of West Wealth Group's portfolio in Q1 2026, its #18 holding.
  • West Wealth Group first reported a position in NVIDIA in Q4 2021 and has held it in 18 quarters since.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.