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Westwood Wealth Management’s NVIDIA NVDA Stock Holding History

Westwood Wealth Management’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 		$98.3M Buy
563,747
+553,536
+5,421% +$102M 38.58% 1
2025
Q4 		$1.9M Sell
10,211
-549,940
-98% -$102M 1.43% 23
2025
Q3 		$105M Sell
560,151
-105,174
-16% -$18.3M 38.33% 1
2025
Q2 		$105M Sell
665,325
-31,099
-4% -$3.91M 35.31% 1
2025
Q1 		$75.5M Sell
696,424
-79,746
-10% -$10.1M 32.55% 1
2024
Q4 		$104M Sell
776,170
-6,626
-0.8% -$913K 37.65% 1
2024
Q3 		$95.1M Sell
782,796
-18,324
-2% -$2.16M 37.27% 1
2024
Q2 		$99M Buy
801,120
+53,080
+7% +$5.37M 36.88% 1
2024
Q1 		$67.6M Sell
748,040
-14,430
-2% -$1.05M 33.06% 1
2023
Q4 		$37.8M Sell
762,470
-13,700
-2% -$635K 29.11% 1
2023
Q3 		$33.8M Buy
776,170
+8,070
+1% +$362K 22.33% 1
2023
Q2 		$32.5M Buy
768,100
+5,500
+0.7% +$183K 22.89% 1
2023
Q1 		$21.2M Sell
762,600
-32,360
-4% -$700K 18.88% 2
2022
Q4 		$11.6M Buy
794,960
+74,210
+10% +$1.09M 13.96% 2
2022
Q3 		$8.75M Sell
720,750
-25,900
-3% -$409K 7.86% 5
2022
Q2 		$11.3M Sell
746,650
-118,600
-14% -$2.24M 13.06% 2
2022
Q1 		$23.6K Sell
865,250
-207,370
-19% -$5.2M 9.16% 3
2021
Q4 		$31.5M Buy
+1,072,620
New +$29.5M 13.45% 2

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

Westwood Wealth Management's NVDA Position: Q1 2026 in Review

Westwood Wealth Management increased its NVIDIA (NVDA) stake by 5,421% in Q1 2026, buying an estimated $102M and bringing the position to 563,747 shares worth $98.3M. The position accounts for 38.58% of the portfolio, ranked #1.

Westwood Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 18 quarters since. The position peaked at $105M in Q2 2025. 5,834 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Westwood Wealth Management held 563,747 shares of NVIDIA worth $98.3M as of Q1 2026.
  • Westwood Wealth Management bought 553,536 NVIDIA shares in Q1 2026, an estimated $102M.
  • NVIDIA made up 38.58% of Westwood Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Westwood Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 18 quarters since.
  • Westwood Wealth Management's NVIDIA position peaked at $105M in Q2 2025.
  • 5,834 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.