Aprio Wealth Management
NVDA icon

Aprio Wealth Management’s NVIDIA NVDA Stock Holding History

Aprio 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
Q3 		$28.6M Buy
125,223
+15,008
+14% +$3.22M 1.3% 17
2026
Q2 		$22.1M Buy
110,215
+8,406
+8% +$1.73M 1.09% 22
2026
Q1 		$17.8M Buy
101,809
+12,647
+14% +$2.32M 0.97% 30
2025
Q4 		$16.6M Buy
89,162
+37,155
+71% +$6.92M 0.95% 28
2025
Q3 		$9.7M Buy
52,007
+4,573
+10% +$797K 0.97% 21
2025
Q2 		$7.49M Buy
47,434
+20,537
+76% +$2.58M 0.85% 26
2025
Q1 		$2.92M Buy
26,897
+348
+1% +$44.1K 0.37% 49
2024
Q4 		$3.57M Buy
26,549
+3,264
+14% +$450K 0.52% 35
2024
Q3 		$2.83M Buy
23,285
+1,510
+7% +$178K 0.45% 39
2024
Q2 		$2.69M Buy
21,775
+435
+2% +$44K 0.49% 35
2024
Q1 		$1.93M Buy
21,340
+10,780
+102% +$781K 0.38% 36
2023
Q4 		$523K Buy
10,560
+190
+2% +$8.8K 0.12% 93
2023
Q3 		$451K Buy
10,370
+2,550
+33% +$114K 0.12% 90
2023
Q2 		$331K Buy
+7,820
New +$260K 0.09% 100

Other funds holding NVDA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Aprio Wealth Management's NVDA Position: Q3 2026 in Review

Aprio Wealth Management increased its NVIDIA (NVDA) stake by 14% in Q3 2026, buying an estimated $3.22M and bringing the position to 125,223 shares worth $28.6M. The position accounts for 1.3% of the portfolio, ranked #17.

Aprio Wealth Management first reported a position in NVDA in Q2 2023 and has held it in 14 quarters since. 4,725 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Aprio Wealth Management held 125,223 shares of NVIDIA worth $28.6M as of Q3 2026.
  • Aprio Wealth Management bought 15,008 NVIDIA shares in Q3 2026, an estimated $3.22M.
  • NVIDIA made up 1.3% of Aprio Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Aprio Wealth Management first reported a position in NVIDIA in Q2 2023 and has held it in 14 quarters since.
  • 4,725 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.