CWMG
NVDA icon

Compass Wealth Management (Georgia)’s NVIDIA NVDA Stock Holding History

Compass Wealth Management (Georgia)’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 		$11.7M Buy
51,211
+325
+0.6% +$69.7K 4.62% 8
2026
Q2 		$10.2M Sell
50,886
-830
-2% -$171K 4.06% 9
2026
Q1 		$9.02M Buy
51,716
+56
+0.1% +$10.3K 3.85% 9
2025
Q4 		$9.6M Sell
51,660
-16
-0% -$2.98K 3.97% 9
2025
Q3 		$9.6M Buy
51,676
+241
+0.5% +$42K 4.27% 8
2025
Q2 		$8.13M Buy
+51,435
New +$6.47M 4.35% 8

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

Compass Wealth Management (Georgia)'s NVDA Position: Q3 2026 in Review

Compass Wealth Management (Georgia) increased its NVIDIA (NVDA) stake by 0.64% in Q3 2026, buying an estimated $69.7K and bringing the position to 51,211 shares worth $11.7M. The position accounts for 4.62% of the portfolio, ranked #8.

Compass Wealth Management (Georgia) first reported a position in NVDA in Q2 2025 and has held it in 6 quarters since. 5,269 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Compass Wealth Management (Georgia) held 51,211 shares of NVIDIA worth $11.7M as of Q3 2026.
  • Compass Wealth Management (Georgia) bought 325 NVIDIA shares in Q3 2026, an estimated $69.7K.
  • NVIDIA made up 4.62% of Compass Wealth Management (Georgia)'s portfolio in Q3 2026, its #8 holding.
  • Compass Wealth Management (Georgia) first reported a position in NVIDIA in Q2 2025 and has held it in 6 quarters since.
  • 5,269 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q3 2026, filed 30 Oct 2026.