IWA
NVDA icon

IBEX Wealth Advisors’s NVIDIA NVDA Stock Holding History

IBEX Wealth Advisors’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 		$119M Sell
679,916
-2,598
-0.4% -$477K 11.04% 1
2025
Q4 		$127M Sell
682,514
-4,850
-0.7% -$903K 12.47% 1
2025
Q3 		$128M Buy
687,364
+4,026
+0.6% +$702K 12.28% 1
2025
Q2 		$108M Buy
683,338
+22,021
+3% +$2.77M 11.52% 1
2025
Q1 		$71.7M Sell
661,317
-69,514
-10% -$8.81M 9.48% 1
2024
Q4 		$98.1M Buy
730,831
+713,623
+4,147% +$98.4M 11.56% 1
2024
Q3 		$4.5M Sell
17,208
-768,707
-98% -$90.8M 1.23% 31
2024
Q2 		$97.1M Buy
785,915
+18,105
+2% +$1.83M 15.15% 1
2024
Q1 		$11.2M Buy
767,810
+766,990
+93,535% +$55.6M 3.04% 5
2023
Q4 		$40.5K Sell
820
-827,050
-100% -$38.3M 8.8% 1
2023
Q3 		$36M Buy
+827,870
New +$37.1M 9.17% 1
2023
Q1 		$23.5M Buy
846,160
+78,350
+10% +$1.7M 6.1% 1
2022
Q4 		$11.2M Sell
767,810
-7,640
-1% -$112K 2.54% 5
2022
Q3 		$9.41M Sell
775,450
-14,230
-2% -$225K 2.45% 5
2022
Q2 		$12M Sell
789,680
-3,980
-0.5% -$75.1K 2.76% 4
2022
Q1 		$21.7M Sell
793,660
-127,030
-14% -$3.19M 4.15% 1
2021
Q4 		$27.1M Sell
920,690
-610
-0.1% -$16.8K 4.79% 1
2021
Q3 		$19.1M Buy
921,300
+22,420
+2% +$466K 3.68% 2
2021
Q2 		$18M Buy
898,880
+97,440
+12% +$1.56M 3.59% 2
2021
Q1 		$10.7M Sell
801,440
-129,360
-14% -$1.74M 2.64% 4
2020
Q4 		$12.2M Buy
930,800
+115,800
+14% +$1.55M 3.17% 3
2020
Q3 		$11M Buy
815,000
+3,360
+0.4% +$39.1K 3.2% 4
2020
Q2 		$7.71M Buy
811,640
+10,160
+1% +$82.2K 2.48% 5
2020
Q1 		$5.28M Sell
801,480
-406,200
-34% -$2.56M 2.06% 7
2019
Q4 		$7.1M Buy
1,207,680
+26,680
+2% +$139K 2.18% 12
2019
Q3 		$5.14M Buy
1,181,000
+373,600
+46% +$1.57M 1.71% 15
2019
Q2 		$3.31M Sell
807,400
-438,200
-35% -$1.82M 0.96% 34
2019
Q1 		$5.59M Buy
1,245,600
+236,560
+23% +$918K 1.96% 12
2018
Q4 		$3.37M Sell
1,009,040
-104,880
-9% -$502K 1.54% 21
2018
Q3 		$8.06M Sell
1,113,920
-3,760
-0.3% -$24.5K 2.88% 3
2018
Q2 		$6.18M Hold
1,117,680
– – 2.47% 5
2018
Q1 		$6.18M Sell
1,117,680
-171,840
-13% -$1.01M 2.51% 5
2017
Q4 		$7.16M Sell
1,289,520
-30,400
-2% -$151K 3.17% 4
2017
Q3 		$6.12M Sell
1,319,920
-45,440
-3% -$189K 2.27% 5
2017
Q2 		$5.25M Buy
1,365,360
+81,880
+6% +$260K 2.06% 5
2017
Q1 		$3.21M Buy
1,283,480
+141,600
+12% +$377K 1.98% 17
2016
Q4 		$2.97M Buy
1,141,880
+45,160
+4% +$94.4K 1.42% 22
2016
Q3 		$1.88M Buy
+1,096,720
New +$1.62M 1.03% 36

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

IBEX Wealth Advisors's NVDA Position: Q1 2026 in Review

IBEX Wealth Advisors reduced its NVIDIA (NVDA) stake by 0.38% in Q1 2026, selling an estimated $477K and leaving 679,916 shares worth $119M. The position accounts for 11.04% of the portfolio, ranked #1.

IBEX Wealth Advisors first reported a position in NVDA in Q3 2016 and has held it in 38 quarters since. The position peaked at $128M in Q3 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • IBEX Wealth Advisors held 679,916 shares of NVIDIA worth $119M as of Q1 2026.
  • IBEX Wealth Advisors sold 2,598 NVIDIA shares in Q1 2026, an estimated $477K.
  • NVIDIA made up 11.04% of IBEX Wealth Advisors's portfolio in Q1 2026, its #1 holding.
  • IBEX Wealth Advisors first reported a position in NVIDIA in Q3 2016 and has held it in 38 quarters since.
  • IBEX Wealth Advisors's NVIDIA position peaked at $128M in Q3 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.