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WMG Financial Advisors’s NVIDIA NVDA Stock Holding History

WMG Financial Advisors’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 		$4.97M Buy
28,513
+513
+2% +$94.1K 2.07% 10
2025
Q4 		$5.22M Sell
28,000
-6,948
-20% -$1.29M 2.15% 8
2025
Q3 		$6.52M Sell
34,948
-3,414
-9% -$595K 2.18% 8
2025
Q2 		$6.06M Buy
38,362
+761
+2% +$95.8K 2.24% 7
2025
Q1 		$4.08M Buy
37,601
+5,687
+18% +$721K 1.73% 11
2024
Q4 		$4.29M Sell
31,914
-1,200
-4% -$165K 1.85% 8
2024
Q3 		$4.02M Buy
33,114
+14,496
+78% +$1.71M 1.82% 9
2024
Q2 		$2.3M Buy
18,618
+9,268
+99% +$937K 1.22% 14
2024
Q1 		$845K Sell
9,350
-1,700
-15% -$123K 0.48% 42
2023
Q4 		$547K Buy
11,050
+3,620
+49% +$168K 0.36% 55
2023
Q3 		$323K Buy
+7,430
New +$333K 0.27% 67
2023
Q1 		– Sell
-34,950
Closed -$511K – 138
2022
Q4 		$511K Sell
34,950
-2,940
-8% -$43.1K 0.43% 61
2022
Q3 		$461K Sell
37,890
-16,420
-30% -$260K 0.42% 64
2022
Q2 		$824K Buy
54,310
+510
+0.9% +$9.63K 0.71% 41
2022
Q1 		$1.47M Buy
53,800
+9,780
+22% +$245K 1.08% 21
2021
Q4 		$1.29M Buy
+44,020
New +$1.21M 1.01% 25

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

WMG Financial Advisors's NVDA Position: Q1 2026 in Review

WMG Financial Advisors increased its NVIDIA (NVDA) stake by 1.8% in Q1 2026, buying an estimated $94.1K and bringing the position to 28,513 shares worth $4.97M. The position accounts for 2.07% of the portfolio, ranked #10.

WMG Financial Advisors first reported a position in NVDA in Q4 2021 and has held it in 16 quarters since. The position peaked at $6.52M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • WMG Financial Advisors held 28,513 shares of NVIDIA worth $4.97M as of Q1 2026.
  • WMG Financial Advisors bought 513 NVIDIA shares in Q1 2026, an estimated $94.1K.
  • NVIDIA made up 2.07% of WMG Financial Advisors's portfolio in Q1 2026, its #10 holding.
  • WMG Financial Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 16 quarters since.
  • WMG Financial Advisors's NVIDIA position peaked at $6.52M in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on WMG Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.