IAG Wealth Partners’s NVIDIA NVDA Stock Holding History

IAG 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 Q2	$855K	Sell	4,275 -200	-4%	-$41.1K	0.08%	79
2026 Q1	$780K	Sell	4,475 -340	-7%	-$62.4K	0.09%	77
2025 Q4	$898K	Sell	4,815 -200	-4%	-$37.2K	0.1%	74
2025 Q3	$936K	Hold	5,015	–	–	0.11%	71
2025 Q2	$792K	Hold	5,015	–	–	0.1%	71
2025 Q1	$544K	Buy	5,015 +325	+7%	+$41.2K	0.08%	74
2024 Q4	$630K	Buy	4,690 +590	+14%	+$81.3K	0.11%	65
2024 Q3	$498K	Hold	4,100	–	–	0.09%	65
2024 Q2	$507K	Buy	4,100 +860	+27%	+$87K	0.1%	62
2024 Q1	$293K	Sell	3,240 -1,060	-25%	-$76.8K	0.06%	75
2023 Q4	$213K	Buy	4,300 +180	+4%	+$8.34K	0.05%	81
2023 Q3	$179K	Sell	4,120 -640	-13%	-$28.7K	0.05%	81
2023 Q2	$201K	Buy	4,760 +4,360	+1,090%	+$145K	0.05%	83
2023 Q1	$11.1K	Buy	+400	New	+$8.66K	﹤0.01%	299
2022 Q4	–	Sell	-8,000	Closed	-$97K	–	476
2022 Q3	$97K	Hold	8,000	–	–	0.03%	89
2022 Q2	$121K	Hold	8,000	–	–	0.04%	80
2022 Q1	$218K	Hold	8,000	–	–	0.07%	63
2021 Q4	$235K	Hold	8,000	–	–	0.08%	54
2021 Q3	$166K	Hold	8,000	–	–	0.06%	61
2021 Q2	$161K	Hold	8,000	–	–	0.06%	56
2021 Q1	$107K	Hold	8,000	–	–	0.04%	71
2020 Q4	$105K	Hold	8,000	–	–	0.04%	73
2020 Q3	$109K	Sell	8,000 -240	-3%	-$2.79K	0.05%	69
2020 Q2	$79K	Hold	8,240	–	–	0.04%	78
2020 Q1	$55K	Hold	8,240	–	–	0.04%	90
2019 Q4	$49K	Buy	+8,240	New	+$42.9K	0.03%	106

Other funds holding NVDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IAG Wealth Partners's NVDA Position: Q2 2026 in Review

IAG Wealth Partners reduced its NVIDIA (NVDA) stake by 4.5% in Q2 2026, selling an estimated $41.1K and leaving 4,275 shares worth $855K. The position accounts for 0.08% of the portfolio, ranked #79.

IAG Wealth Partners first reported a position in NVDA in Q4 2019 and has held it in 26 quarters since. The position peaked at $936K in Q3 2025. 5,979 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

IAG Wealth Partners held 4,275 shares of NVIDIA worth $855K as of Q2 2026.
IAG Wealth Partners sold 200 NVIDIA shares in Q2 2026, an estimated $41.1K.
NVIDIA made up 0.08% of IAG Wealth Partners's portfolio in Q2 2026, its #79 holding.
IAG Wealth Partners first reported a position in NVIDIA in Q4 2019 and has held it in 26 quarters since.
IAG Wealth Partners's NVIDIA position peaked at $936K in Q3 2025.
5,979 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.