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Defined Wealth Management’s NVIDIA NVDA Stock Holding History

Defined 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
2026
Q1 		$996K Buy
5,712
+733
+15% +$134K 0.58% 48
2025
Q4 		$929K Buy
4,979
+394
+9% +$73.3K 0.54% 49
2025
Q3 		$855K Buy
4,585
+1,341
+41% +$234K 0.5% 52
2025
Q2 		$513K Buy
3,244
+332
+11% +$41.8K 0.32% 74
2025
Q1 		$316K Buy
2,912
+241
+9% +$30.5K 0.21% 91
2024
Q4 		$359K Buy
2,671
+262
+11% +$36.1K 0.24% 89
2024
Q3 		$293K Buy
2,409
+532
+28% +$62.8K 0.19% 98
2024
Q2 		$232K Buy
+1,877
New +$190K 0.16% 102

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

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

Defined Wealth Management increased its NVIDIA (NVDA) stake by 15% in Q1 2026, buying an estimated $134K and bringing the position to 5,712 shares worth $996K. The position accounts for 0.58% of the portfolio, ranked #48.

Defined Wealth Management first reported a position in NVDA in Q2 2024 and has held it in 8 quarters since. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Defined Wealth Management held 5,712 shares of NVIDIA worth $996K as of Q1 2026.
  • Defined Wealth Management bought 733 NVIDIA shares in Q1 2026, an estimated $134K.
  • NVIDIA made up 0.58% of Defined Wealth Management's portfolio in Q1 2026, its #48 holding.
  • Defined Wealth Management first reported a position in NVIDIA in Q2 2024 and has held it in 8 quarters since.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.