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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
2019
Q3 		– Sell
-1,480
Closed -$7K – 286
2019
Q2 		$7K Buy
+1,480
New +$6.13K ﹤0.01% 343

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.