Arete Wealth Advisors’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$34.1M Sell
195,576
-2,215
-1% -$406K 2.55% 7
2025
Q4
$36.8M Sell
197,791
-40,251
-17% -$7.49M 2.24% 3
2025
Q3
$44.5M Buy
238,042
+11,092
+5% +$1.93M 2.78% 1
2025
Q2
$35.7M Sell
226,950
-24,382
-10% -$3.07M 2.53% 2
2025
Q1
$27.3M Buy
251,332
+3,882
+2% +$492K 2.08% 3
2024
Q4
$33.3M Buy
247,450
+52,482
+27% +$7.23M 2.4% 5
2024
Q3
$23.5M Buy
+194,968
New +$23M 2.02% 6
2024
Q1
Sell
-234,530
Closed -$11.6M 618
2023
Q4
$11.6M Buy
+234,530
New +$10.9M 0.88% 21
2023
Q3
Sell
-220,590
Closed -$9.33M 637
2023
Q2
$9.33M Sell
220,590
-40,030
-15% -$1.33M 0.82% 22
2023
Q1
$7.24M Buy
260,620
+20,090
+8% +$435K 0.59% 31
2022
Q4
$3.52B Buy
240,530
+44,100
+22% +$647K 0.31% 69
2022
Q3
$2.38M Buy
196,430
+68,730
+54% +$1.09M 0.23% 88
2022
Q2
$1.93M Buy
127,700
+9,920
+8% +$187K 0.2% 97
2022
Q1
$3.21M Sell
117,780
-3,650
-3% -$91.5K 0.27% 81
2021
Q4
$3.63M Buy
121,430
+9,140
+8% +$251K 0.31% 67
2021
Q3
$2.33M Buy
112,290
+13,730
+14% +$285K 0.26% 85
2021
Q2
$1.34M Sell
98,560
-1,240
-1% -$19.9K 0.19% 100
2021
Q1
$1.33M Buy
99,800
+9,920
+11% +$133K 0.17% 128
2020
Q4
$1.18M Sell
89,880
-8,880
-9% -$119K 0.17% 128
2020
Q3
$1.29M Sell
98,760
-44,960
-31% -$523K 0.19% 124
2020
Q2
$1.36M Buy
143,720
+32,320
+29% +$261K 0.24% 107
2020
Q1
$734K Sell
111,400
-3,000
-3% -$18.9K 0.14% 155
2019
Q4
$673K Sell
114,400
-2,840
-2% -$14.8K 0.12% 197
2019
Q3
$510K Buy
117,240
+15,760
+16% +$66.3K 0.1% 215
2019
Q2
$417K Buy
101,480
+17,320
+21% +$71.8K 0.08% 246
2019
Q1
$378K Buy
84,160
+12,840
+18% +$49.8K 0.08% 254
2018
Q4
$238K Sell
71,320
-54,000
-43% -$258K 0.06% 305
2018
Q3
$880K Sell
125,320
-80,720
-39% -$525K 0.2% 126
2018
Q2
$1.22M Buy
206,040
+79,400
+63% +$482K 0.29% 84
2018
Q1
$731K Buy
126,640
+12,680
+11% +$74.5K 0.24% 119
2017
Q4
$551K Sell
113,960
-4,400
-4% -$21.9K 0.18% 157
2017
Q3
$529K Buy
118,360
+1,000
+0.9% +$4.16K 0.21% 145
2017
Q2
$424K Buy
117,360
+2,000
+2% +$6.35K 0.19% 148
2017
Q1
$314K Buy
115,360
+400
+0.3% +$1.06K 0.14% 149
2016
Q4
$307K Buy
+114,960
New +$240K 0.14% 129

Other funds holding NVDA

Arete Wealth Advisors's NVDA Position: Q1 2026 in Review

Arete Wealth Advisors reduced its NVIDIA (NVDA) stake by 1.1% in Q1 2026, selling an estimated $406K and leaving 195,576 shares worth $34.1M. The position accounts for 2.55% of the portfolio, ranked #7.

Arete Wealth Advisors first reported a position in NVDA in Q4 2016 and has held it in 35 quarters since. The position peaked at $3.52B in Q4 2022. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Arete Wealth Advisors held 195,576 shares of NVIDIA worth $34.1M as of Q1 2026.
  • Arete Wealth Advisors sold 2,215 NVIDIA shares in Q1 2026, an estimated $406K.
  • NVIDIA made up 2.55% of Arete Wealth Advisors's portfolio in Q1 2026, its #7 holding.
  • Arete Wealth Advisors first reported a position in NVIDIA in Q4 2016 and has held it in 35 quarters since.
  • Arete Wealth Advisors's NVIDIA position peaked at $3.52B in Q4 2022.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.