DWR Wealth Management
NVDA icon

DWR Wealth Management’s NVIDIA NVDA Stock Holding History

DWR 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
Q3 		$1.92M Buy
8,454
+468
+6% +$100K 1.33% 17
2026
Q2 		$1.56M Buy
7,986
+87
+1% +$17.9K 1.17% 18
2026
Q1 		$1.3M Buy
7,899
+217
+3% +$39.8K 1.14% 18
2025
Q4 		$1.44M Buy
+7,682
New +$1.43M 1.34% 17

Other funds holding NVDA

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

DWR Wealth Management's NVDA Position: Q3 2026 in Review

DWR Wealth Management increased its NVIDIA (NVDA) stake by 5.9% in Q3 2026, buying an estimated $100K and bringing the position to 8,454 shares worth $1.92M. The position accounts for 1.33% of the portfolio, ranked #17.

DWR Wealth Management first reported a position in NVDA in Q4 2025 and has held it in 4 quarters since. 4,182 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • DWR Wealth Management held 8,454 shares of NVIDIA worth $1.92M as of Q3 2026.
  • DWR Wealth Management bought 468 NVIDIA shares in Q3 2026, an estimated $100K.
  • NVIDIA made up 1.33% of DWR Wealth Management's portfolio in Q3 2026, its #17 holding.
  • DWR Wealth Management first reported a position in NVIDIA in Q4 2025 and has held it in 4 quarters since.
  • 4,182 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on DWR Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.