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Clarion Wealth Managment Partners’s NVIDIA NVDA Stock Holding History

Clarion Wealth Managment Partners’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 		$1.28M Sell
7,340
-40
-0.5% -$7.34K 1.16% 23
2025
Q4 		$1.38M Buy
7,380
+1,137
+18% +$212K 1.27% 19
2025
Q3 		$1.16M Buy
6,243
+287
+5% +$50K 1.15% 24
2025
Q2 		$941K Buy
+5,956
New +$750K 1.03% 31

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

Clarion Wealth Managment Partners's NVDA Position: Q1 2026 in Review

Clarion Wealth Managment Partners reduced its NVIDIA (NVDA) stake by 0.54% in Q1 2026, selling an estimated $7.34K and leaving 7,340 shares worth $1.28M. The position accounts for 1.16% of the portfolio, ranked #23.

Clarion Wealth Managment Partners first reported a position in NVDA in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.38M in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Clarion Wealth Managment Partners held 7,340 shares of NVIDIA worth $1.28M as of Q1 2026.
  • Clarion Wealth Managment Partners sold 40 NVIDIA shares in Q1 2026, an estimated $7.34K.
  • NVIDIA made up 1.16% of Clarion Wealth Managment Partners's portfolio in Q1 2026, its #23 holding.
  • Clarion Wealth Managment Partners first reported a position in NVIDIA in Q2 2025 and has held it in 4 quarters since.
  • Clarion Wealth Managment Partners's NVIDIA position peaked at $1.38M in Q4 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Clarion Wealth Managment Partners's 13F filing for Q1 2026, filed 8 May 2026.