IFWM
NVDA icon

Institute for Wealth Management’s NVIDIA NVDA Stock Holding History

Institute for Wealth Management’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 		– Sell
-400
Closed -$74.6K – 569
2025
Q4 		$74.6K Buy
+400
New +$74.5K 0.01% 537
2025
Q2 		– Sell
-12,800
Closed -$1.39M – 564
2025
Q1 		$1.39M Hold
12,800
– – 0.18% 124
2024
Q4 		$1.72M Buy
+12,800
New +$1.76M 0.22% 101

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

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.