AWM
NVDA icon

AE Wealth Management’s NVIDIA NVDA Stock Holding History

AE 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
2025
Q3 		– Sell
-100
Closed -$1 – 2347
2025
Q2 		$1 Buy
+100
New +$12.6K ﹤0.01% 2159
2018
Q2 		– Sell
-20,000
Closed -$20K – 493
2018
Q1 		$20K Buy
+20,000
New +$117K ﹤0.01% 439

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

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

AE Wealth Management increased its NVIDIA (NVDA) stake by 17% in Q1 2026, buying an estimated $97.7M and bringing the position to 3,604,413 shares worth $629M. The position accounts for 3.4% of the portfolio, ranked #1.

AE Wealth Management first reported a position in NVDA in Q3 2017 and has held it in 35 quarters since. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • AE Wealth Management held 3,604,413 shares of NVIDIA worth $629M as of Q1 2026.
  • AE Wealth Management bought 532,620 NVIDIA shares in Q1 2026, an estimated $97.7M.
  • NVIDIA made up 3.4% of AE Wealth Management's portfolio in Q1 2026, its #1 holding.
  • AE Wealth Management first reported a position in NVIDIA in Q3 2017 and has held it in 35 quarters since.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

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