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Concord Wealth Partners’s NVIDIA NVDA Stock Holding History

Concord Wealth 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 		$34.8M Sell
199,553
-1,646
-0.8% -$302K 4.52% 2
2025
Q4 		$37.5M Buy
201,199
+20,143
+11% +$3.75M 4.87% 1
2025
Q3 		$33.8M Sell
181,056
-25,435
-12% -$4.43M 4.66% 1
2025
Q2 		$32.6M Buy
206,491
+16,088
+8% +$2.02M 4.76% 1
2025
Q1 		$20.6M Buy
190,403
+2,603
+1% +$330K 3.39% 6
2024
Q4 		$25.2M Sell
187,800
-26,023
-12% -$3.59M 4.13% 4
2024
Q3 		$26M Buy
213,823
+27,374
+15% +$3.23M 4.33% 2
2024
Q2 		$23M Sell
186,449
-3,311
-2% -$335K 4.06% 2
2024
Q1 		$17.1M Sell
189,760
-8,270
-4% -$599K 3.09% 6
2023
Q4 		$9.81M Buy
198,030
+27,020
+16% +$1.25M 1.96% 13
2023
Q3 		$7.44M Buy
171,010
+8,580
+5% +$384K 1.58% 19
2023
Q2 		$6.87M Sell
162,430
-14,510
-8% -$482K 1.48% 21
2023
Q1 		$4.91M Sell
176,940
-780
-0.4% -$16.9K 1.39% 21
2022
Q4 		$2.6M Sell
177,720
-24,620
-12% -$361K 0.78% 28
2022
Q3 		$2.46M Sell
202,340
-6,630
-3% -$105K 0.78% 26
2022
Q2 		$3.17M Buy
208,970
+9,670
+5% +$183K 0.87% 21
2022
Q1 		$5.44M Buy
199,300
+27,160
+16% +$681K 1.41% 15
2021
Q4 		$5.06M Buy
172,140
+152,400
+772% +$4.19M 1.24% 14
2021
Q3 		$409K Sell
19,740
-9,140
-32% -$190K 0.17% 45
2021
Q2 		$578K Buy
28,880
+1,080
+4% +$17.3K 0.17% 57
2021
Q1 		$371K Buy
27,800
+13,360
+93% +$180K 0.13% 83
2020
Q4 		$189K Buy
+14,440
New +$193K 0.15% 78

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

Concord Wealth Partners's NVDA Position: Q1 2026 in Review

Concord Wealth Partners reduced its NVIDIA (NVDA) stake by 0.82% in Q1 2026, selling an estimated $302K and leaving 199,553 shares worth $34.8M. The position accounts for 4.52% of the portfolio, ranked #2.

Concord Wealth Partners first reported a position in NVDA in Q4 2020 and has held it in 22 quarters since. The position peaked at $37.5M in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Concord Wealth Partners held 199,553 shares of NVIDIA worth $34.8M as of Q1 2026.
  • Concord Wealth Partners sold 1,646 NVIDIA shares in Q1 2026, an estimated $302K.
  • NVIDIA made up 4.52% of Concord Wealth Partners's portfolio in Q1 2026, its #2 holding.
  • Concord Wealth Partners first reported a position in NVIDIA in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's NVIDIA position peaked at $37.5M in Q4 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.