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NVDA icon

BetterWealth’s NVIDIA NVDA Stock Holding History

BetterWealth’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
Q1 		$1.99M Buy
11,412
+1,220
+12% +$224K 0.39% 24
2025
Q4 		$1.9M Buy
10,192
+1,543
+18% +$287K 0.43% 22
2025
Q3 		$1.61M Sell
8,649
-10,265
-54% -$1.79M 0.38% 24
2025
Q2 		$2.99M Buy
18,914
+615
+3% +$77.4K 0.77% 20
2025
Q1 		$1.98M Buy
18,299
+151
+0.8% +$19.1K 0.56% 21
2024
Q4 		$2.44M Buy
18,148
+622
+4% +$85.7K 0.67% 21
2024
Q3 		$2.13M Buy
17,526
+150
+0.9% +$17.7K 0.63% 17
2024
Q2 		$2.15M Buy
17,376
+636
+4% +$64.3K 0.68% 18
2024
Q1 		$1.51M Sell
16,740
-1,150
-6% -$83.4K 0.49% 23
2023
Q4 		$886K Buy
17,890
+130
+0.7% +$6.03K 0.3% 29
2023
Q3 		$773K Buy
+17,760
New +$796K 0.31% 24

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

BetterWealth's NVDA Position: Q1 2026 in Review

BetterWealth increased its NVIDIA (NVDA) stake by 12% in Q1 2026, buying an estimated $224K and bringing the position to 11,412 shares worth $1.99M. The position accounts for 0.39% of the portfolio, ranked #24.

BetterWealth first reported a position in NVDA in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.99M in Q2 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • BetterWealth held 11,412 shares of NVIDIA worth $1.99M as of Q1 2026.
  • BetterWealth bought 1,220 NVIDIA shares in Q1 2026, an estimated $224K.
  • NVIDIA made up 0.39% of BetterWealth's portfolio in Q1 2026, its #24 holding.
  • BetterWealth first reported a position in NVIDIA in Q3 2023 and has held it in 11 quarters since.
  • BetterWealth's NVIDIA position peaked at $2.99M in Q2 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.