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
2024 Q3	–	Hold	0	–	-$371K	–	42
2024 Q2	–	Hold	0	–	–	–	38
2024 Q1	–	Hold	0	–	–	–	32
2023 Q4	–	Sell	-460,000	Closed	-$20M	–	38
2023 Q3	$20M	Buy	460,000 +410,000	+820%	+$18.4M	13.24%	3
2023 Q2	$2.12M	Sell	50,000 -50,000	-50%	-$1.66M	1.49%	12
2023 Q1	$2.78M	Buy	100,000 +98,000	+4,900%	+$2.12M	2.48%	9
2022 Q4	$29.2K	Buy	+2,000	New	+$29.3K	0.04%	42
2022 Q2	–	Sell	-500,000	Closed	-$13.6K	–	50
2022 Q1	$13.6K	Buy	500,000 +363,000	+265%	+$9.1M	5.3%	7
2021 Q4	$4.03M	Buy	+137,000	New	+$3.77M	1.72%	16

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

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.