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Centric Wealth Management’s NVIDIA NVDA Stock Holding History

Centric 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
2021
Q3 		– Sell
-8,000
Closed -$10K – 155
2021
Q2 		$10K Buy
+8,000
New +$128K ﹤0.01% 150

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

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

Centric Wealth Management reduced its NVIDIA (NVDA) stake by 4.1% in Q1 2026, selling an estimated $365K and leaving 47,040 shares worth $9.34M. The position accounts for 1.86% of the portfolio, ranked #9.

Centric Wealth Management first reported a position in NVDA in Q2 2020 and has held it in 23 quarters since. The position peaked at $9.67M in Q3 2025. 5,827 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Centric Wealth Management held 47,040 shares of NVIDIA worth $9.34M as of Q1 2026.
  • Centric Wealth Management sold 1,989 NVIDIA shares in Q1 2026, an estimated $365K.
  • NVIDIA made up 1.86% of Centric Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Centric Wealth Management first reported a position in NVIDIA in Q2 2020 and has held it in 23 quarters since.
  • Centric Wealth Management's NVIDIA position peaked at $9.67M in Q3 2025.
  • 5,827 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Centric Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.