Chokshi & Queen Wealth Advisors, Inc NVDA — NVIDIA CORPORATION

Ownership history in Chokshi & Queen Wealth Advisors, Inc  ·  7 quarters on record

AI Ownership Summary

Chokshi & Queen Wealth Advisors, Inc reported NVIDIA CORPORATION (NVDA) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 6.96% in 2024 Q4. The latest visible filing shows NVDA at 5.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NVDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chokshi & Queen Wealth Advisors, Inc's position in NVIDIA CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NVDA was reported at 5.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.96% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NVDA stock page Chokshi & Queen Wealth Advisors, Inc fund profile Chokshi & Queen Wealth Advisors, Inc full holdings
How Chokshi & Queen Wealth Advisors, Inc held NVDA — position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 59,512 -901 -1.5% 5.55% $10.4M 2026-05-18 $222.06
2025 Q4 ADDED — — — 60,413 +8,565 +16.5% 5.89% $11.3M 2026-02-17 $184.74
2025 Q3 REDUCED 21.3% +0.9% ❌ 51,848 -14,035 -21.3% 5.12% $9.7M 2025-10-23 $181.93
2025 Q2 REDUCED 20.3% +15.1% ❌ 65,883 -16,773 -20.3% 5.96% $10.4M 2025-07-30 $179.03
2025 Q1 ADDED — — — 82,656 +57,656 +230.6% 5.46% $9.0M 2025-05-20 $134.19
2025 Q1 REDUCED 70.1% +45.8% ❌ 25,000 -58,564 -70.1% 1.65% $2.7M 2025-05-20 $134.19
2024 Q4 INITIATED — — — 83,564 — — 6.96% $11.2M 2025-02-25 $126.44

🏢 Other funds also holding NVDA

As of 2026 Q1 — sorted by position size

Discovery Value Fund 3Y 7Y 100.0% Donor Advised Charitable Giving, Inc. 3Y 7Y 98.69% Ivory Union Consulting Ltd 67.51% Golden Unicorn (BVI) Ltd 59.26% Linden Rose Investment LLC 3Y 54.41% GHE, LLC 3Y 54.21% MISHPACHA HOLDINGS CORP 50.97% M & L Capital Management Ltd 50.22% Palidye Holdings (Caymans) Ltd 47.85% Summa Corp. 45.79%

FAQ About Chokshi & Queen Wealth Advisors, Inc and NVDA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Chokshi & Queen Wealth Advisors, Inc reported owning NVDA?

Chokshi & Queen Wealth Advisors, Inc reported NVDA across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported NVDA position in Chokshi & Queen Wealth Advisors, Inc's portfolio?

The largest reported portfolio weight for NVDA was 6.96% in 2024 Q4.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2026 Q1, when Chokshi & Queen Wealth Advisors, Inc reported 59,512 shares, equal to 5.55% of portfolio, with an estimated market value of $10.4M.

What does the chart on this NVDA ownership page compare?

The chart compares Chokshi & Queen Wealth Advisors, Inc's quarterly NVDA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Chokshi & Queen Wealth Advisors, Inc time their NVDA position?

Based on 13F filing dates vs. subsequent NVDA price moves, Chokshi & Queen Wealth Advisors, Inc correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on NVDA relative to SPY over the holding period was +31.1%.

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