Avidian Wealth Enterprises
NVDA icon

Avidian Wealth Enterprises’s NVIDIA NVDA Stock Holding History

Avidian Wealth Enterprises’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 		$101M Sell
440,496
-64,681
-13% -$13.9M 2.8% 5
2026
Q2 		$101M Buy
505,177
+24,904
+5% +$5.12M 2.8% 5
2026
Q1 		$83.8M Sell
480,273
-169,235
-26% -$31M 2.65% 5
2025
Q4 		$121M Sell
649,508
-8,449
-1% -$1.57M 4.41% 3
2025
Q3 		$123M Sell
657,957
-74,881
-10% -$13.1M 4.62% 3
2025
Q2 		$116M Sell
732,838
-145,682
-17% -$18.3M 4.71% 3
2025
Q1 		$95.2M Sell
878,520
-3,063
-0.3% -$388K 4.24% 3
2024
Q4 		$118M Sell
881,583
-133,064
-13% -$18.3M 5.32% 3
2024
Q3 		$123M Buy
1,014,647
+2,463
+0.2% +$291K 5.59% 3
2024
Q2 		$125M Buy
1,012,184
+197,724
+24% +$20M 5.19% 4
2024
Q1 		$73.6M Buy
814,460
+37,680
+5% +$2.73M 3.57% 4
2023
Q4 		$38.5M Buy
776,780
+609,420
+364% +$28.2M 2.37% 7
2023
Q3 		$7.28M Buy
167,360
+66,800
+66% +$2.99M 0.51% 42
2023
Q2 		$4.25M Sell
100,560
-52,170
-34% -$1.73M 0.28% 72
2023
Q1 		$4.24M Buy
152,730
+39,850
+35% +$862K 0.23% 84
2022
Q4 		$1.65M Buy
112,880
+13,290
+13% +$195K 0.11% 134
2022
Q3 		$1.21M Buy
99,590
+13,520
+16% +$214K 0.09% 133
2022
Q2 		$1.3M Sell
86,070
-71,710
-45% -$1.35M 0.09% 141
2022
Q1 		$4.3M Buy
157,780
+74,770
+90% +$1.88M 0.26% 74
2021
Q4 		$2.44M Buy
83,010
+42,030
+103% +$1.16M 0.15% 105
2021
Q3 		$849K Buy
40,980
+10,820
+36% +$225K 0.06% 144
2021
Q2 		$603K Buy
30,160
+3,800
+14% +$60.9K 0.05% 188
2021
Q1 		$352K Sell
26,360
-4,600
-15% -$61.8K 0.03% 266
2020
Q4 		$404K Buy
30,960
+4,240
+16% +$56.8K 0.04% 215
2020
Q3 		$362K Buy
+26,720
New +$311K 0.04% 193

Other funds holding NVDA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Avidian Wealth Enterprises's NVDA Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its NVIDIA (NVDA) stake by 13% in Q3 2026, selling an estimated $13.9M and leaving 440,496 shares worth $101M. The position accounts for 2.8% of the portfolio, ranked #5.

Avidian Wealth Enterprises first reported a position in NVDA in Q3 2020 and has held it in 25 quarters since. The position peaked at $125M in Q2 2024. 5,269 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Avidian Wealth Enterprises held 440,496 shares of NVIDIA worth $101M as of Q3 2026.
  • Avidian Wealth Enterprises sold 64,681 NVIDIA shares in Q3 2026, an estimated $13.9M.
  • NVIDIA made up 2.8% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #5 holding.
  • Avidian Wealth Enterprises first reported a position in NVIDIA in Q3 2020 and has held it in 25 quarters since.
  • Avidian Wealth Enterprises's NVIDIA position peaked at $125M in Q2 2024.
  • 5,269 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.