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Invera Wealth Advisors’s NVIDIA NVDA Stock Holding History

Invera 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 		$4.52M Buy
25,919
+4,974
+24% +$913K 2.9% 9
2025
Q4 		$3.91M Sell
20,945
-1,143
-5% -$213K 2.47% 14
2025
Q3 		$4.12M Sell
22,088
-399
-2% -$69.5K 2.54% 13
2025
Q2 		$3.55M Sell
22,487
-428
-2% -$53.9K 2.32% 16
2025
Q1 		$2.48M Sell
22,915
-9,513
-29% -$1.21M 1.61% 19
2024
Q4 		$4.77M Sell
32,428
-3,454
-10% -$476K 4.73% 6
2024
Q3 		$5.34M Sell
35,882
-9,652
-21% -$1.14M 5.31% 3
2024
Q2 		$5.8M Sell
45,534
-3,236
-7% -$327K 5.95% 2
2024
Q1 		$4.13M Sell
48,770
-23,790
-33% -$1.72M 3.51% 10
2023
Q4 		$3.59M Buy
+72,560
New +$3.36M 2.25% 12

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

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

Invera Wealth Advisors increased its NVIDIA (NVDA) stake by 24% in Q1 2026, buying an estimated $913K and bringing the position to 25,919 shares worth $4.52M. The position accounts for 2.9% of the portfolio, ranked #9.

Invera Wealth Advisors first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.8M in Q2 2024. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Invera Wealth Advisors held 25,919 shares of NVIDIA worth $4.52M as of Q1 2026.
  • Invera Wealth Advisors bought 4,974 NVIDIA shares in Q1 2026, an estimated $913K.
  • NVIDIA made up 2.9% of Invera Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • Invera Wealth Advisors first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
  • Invera Wealth Advisors's NVIDIA position peaked at $5.8M in Q2 2024.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.