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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

IAG Wealth Partners reduced its NVIDIA (NVDA) stake by 7.1% in Q1 2026, selling an estimated $62.4K and leaving 4,475 shares worth $780K. The position accounts for 0.09% of the portfolio, ranked #77.

IAG Wealth Partners first reported a position in NVDA in Q4 2019 and has held it in 25 quarters since. The position peaked at $936K in Q3 2025. 5,830 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

IAG Wealth Partners held 4,475 shares of NVIDIA worth $780K as of Q1 2026.
IAG Wealth Partners sold 340 NVIDIA shares in Q1 2026, an estimated $62.4K.
NVIDIA made up 0.09% of IAG Wealth Partners's portfolio in Q1 2026, its #77 holding.
IAG Wealth Partners first reported a position in NVIDIA in Q4 2019 and has held it in 25 quarters since.
IAG Wealth Partners's NVIDIA position peaked at $936K in Q3 2025.
5,830 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.