Institute for Wealth Management’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $129M | Sell |
741,338
-11,854
| -2% | -$2.17M | 13.78% | 1 |
|
|
2025
Q4 | $140M | Sell |
753,192
-10,320
| -1% | -$1.92M | 14.88% | 1 |
|
|
2025
Q3 | $142M | Sell |
763,512
-23,742
| -3% | -$4.14M | 14.84% | 1 |
|
|
2025
Q2 | $124M | Sell |
787,254
-8,284
| -1% | -$1.04M | 13.87% | 1 |
|
|
2025
Q1 | $86.2M | Sell |
795,538
-1,787
| -0.2% | -$226K | 11.06% | 1 |
|
|
2024
Q4 | $107M | Sell |
797,325
-11,450
| -1% | -$1.58M | 13.41% | 1 |
|
|
2024
Q3 | $98.2M | Sell |
808,775
-5,560
| -0.7% | -$657K | 12.39% | 1 |
|
|
2024
Q2 | $101M | Sell |
814,335
-4,055
| -0.5% | -$410K | 13.48% | 1 |
|
|
2024
Q1 | $73.9M | Sell |
818,390
-15,410
| -2% | -$1.12M | 9.53% | 1 |
|
|
2023
Q4 | $41.3M | Sell |
833,800
-1,350
| -0.2% | -$62.6K | 6.7% | 1 |
|
|
2023
Q3 | $36.3M | Sell |
835,150
-1,410
| -0.2% | -$63.2K | 6.55% | 1 |
|
|
2023
Q2 | $35.4M | Sell |
836,560
-6,910
| -0.8% | -$229K | 5.97% | 1 |
|
|
2023
Q1 | $23.4M | Sell |
843,470
-12,370
| -1% | -$268K | 4.47% | 1 |
|
|
2022
Q4 | $12.5M | Buy |
855,840
+14,180
| +2% | +$208K | 2.63% | 2 |
|
|
2022
Q3 | $10.2M | Sell |
841,660
-8,740
| -1% | -$138K | 2.29% | 3 |
|
|
2022
Q2 | $12.9M | Sell |
850,400
-1,800
| -0.2% | -$34K | 2.53% | 3 |
|
|
2022
Q1 | $23.3M | Buy |
852,200
+105,160
| +14% | +$2.64M | 3.76% | 2 |
|
|
2021
Q4 | $22M | Sell |
747,040
-3,630
| -0.5% | -$99.9K | 3.58% | 2 |
|
|
2021
Q3 | $15.6M | Sell |
750,670
-6,210
| -0.8% | -$129K | 2.73% | 2 |
|
|
2021
Q2 | $15.1M | Sell |
756,880
-9,240
| -1% | -$148K | 2.66% | 2 |
|
|
2021
Q1 | $10.2M | Sell |
766,120
-3,760
| -0.5% | -$50.5K | 1.94% | 4 |
|
|
2020
Q4 | $10.1M | Sell |
769,880
-21,640
| -3% | -$290K | 2% | 5 |
|
|
2020
Q3 | $10.7M | Sell |
791,520
-18,120
| -2% | -$211K | 2.44% | 3 |
|
|
2020
Q2 | $7.69M | Buy |
809,640
+24,520
| +3% | +$198K | 1.88% | 5 |
|
|
2020
Q1 | $5.17M | Sell |
785,120
-100,560
| -11% | -$634K | 1.6% | 6 |
|
|
2019
Q4 | $5.21M | Buy |
885,680
+20,720
| +2% | +$108K | 1.18% | 8 |
|
|
2019
Q3 | $3.76M | Sell |
864,960
-24,600
| -3% | -$103K | 0.95% | 15 |
|
|
2019
Q2 | $3.65M | Sell |
889,560
-47,160
| -5% | -$195K | 0.81% | 17 |
|
|
2019
Q1 | $4.21M | Sell |
936,720
-3,960
| -0.4% | -$15.4K | 0.91% | 15 |
|
|
2018
Q4 | $3.14M | Buy |
940,680
+8,400
| +0.9% | +$40.2K | 1.29% | 11 |
|
|
2018
Q3 | $6.22M | Buy |
932,280
+10,760
| +1% | +$70K | 2.1% | 5 |
|
|
2018
Q2 | $5.47M | Buy |
921,520
+480
| +0.1% | +$2.92K | 1.74% | 9 |
|
|
2018
Q1 | $5.17M | Buy |
921,040
+4,360
| +0.5% | +$25.6K | 1.53% | 9 |
|
|
2017
Q4 | $4.43M | Sell |
916,680
-77,400
| -8% | -$384K | 1.02% | 11 |
|
|
2017
Q3 | $4.45M | Buy |
994,080
+5,840
| +0.6% | +$24.3K | 1.45% | 8 |
|
|
2017
Q2 | $3.57M | Buy |
+988,240
| New | +$3.14M | 0.98% | 9 |
|
Other funds holding NVDA
VCM
VPM
Institute for Wealth Management's NVDA Position: Q1 2026 in Review
Institute for Wealth Management reduced its NVIDIA (NVDA) stake by 1.6% in Q1 2026, selling an estimated $2.17M and leaving 741,338 shares worth $129M. The position accounts for 13.78% of the portfolio, ranked #1.
Institute for Wealth Management first reported a position in NVDA in Q2 2017 and has held it in 36 quarters since. The position peaked at $142M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.
- Institute for Wealth Management held 741,338 shares of NVIDIA worth $129M as of Q1 2026.
- Institute for Wealth Management sold 11,854 NVIDIA shares in Q1 2026, an estimated $2.17M.
- NVIDIA made up 13.78% of Institute for Wealth Management's portfolio in Q1 2026, its #1 holding.
- Institute for Wealth Management first reported a position in NVIDIA in Q2 2017 and has held it in 36 quarters since.
- Institute for Wealth Management's NVIDIA position peaked at $142M in Q3 2025.
- 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.