IVC Wealth Advisors
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IVC Wealth Advisors’s NVIDIA NVDA Stock Holding History

IVC 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
Q3 		$5.78M Sell
25,316
-338
-1% -$72.5K 2.32% 12
2026
Q2 		$5.13M Sell
25,654
-125
-0.5% -$25.7K 2% 12
2026
Q1 		$4.5M Buy
25,779
+131
+0.5% +$24K 1.95% 12
2025
Q4 		$4.78M Buy
25,648
+478
+2% +$89K 2.08% 11
2025
Q3 		$4.7M Buy
25,170
+871
+4% +$152K 2.1% 11
2025
Q2 		$3.84M Buy
24,299
+1,322
+6% +$166K 1.87% 13
2025
Q1 		$2.49M Sell
22,977
-462
-2% -$58.6K 1.34% 15
2024
Q4 		$3.15M Sell
23,439
-2,952
-11% -$407K 1.76% 11
2024
Q3 		$3.2M Sell
26,391
-4,580
-15% -$541K 1.75% 11
2024
Q2 		$3.83M Sell
30,971
-709
-2% -$71.7K 2.14% 7
2024
Q1 		$2.86M Sell
31,680
-3,420
-10% -$248K 1.65% 11
2023
Q4 		$1.74M Sell
35,100
-1,360
-4% -$63K 1.08% 18
2023
Q3 		$1.59M Buy
36,460
+170
+0.5% +$7.62K 1.06% 19
2023
Q2 		$1.54M Buy
36,290
+270
+0.7% +$8.96K 0.97% 20
2023
Q1 		$1M Sell
36,020
-1,360
-4% -$29.4K 0.71% 33
2022
Q4 		$546K Buy
37,380
+14,960
+67% +$219K 0.4% 66
2022
Q3 		$272K Sell
22,420
-890
-4% -$14.1K 0.22% 110
2022
Q2 		$353K Buy
23,310
+2,740
+13% +$51.7K 0.27% 92
2022
Q1 		$561K Buy
20,570
+2,660
+15% +$66.7K 0.37% 64
2021
Q4 		$527K Buy
17,910
+1,070
+6% +$29.4K 0.34% 76
2021
Q3 		$349K Sell
16,840
-600
-3% -$12.5K 0.24% 97
2021
Q2 		$349K Sell
17,440
-560
-3% -$8.98K 0.25% 101
2021
Q1 		$240K Sell
18,000
-600
-3% -$8.06K 0.19% 106
2020
Q4 		$243K Buy
+18,600
New +$249K 0.23% 101

Other funds holding NVDA

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

IVC Wealth Advisors's NVDA Position: Q3 2026 in Review

IVC Wealth Advisors reduced its NVIDIA (NVDA) stake by 1.3% in Q3 2026, selling an estimated $72.5K and leaving 25,316 shares worth $5.78M. The position accounts for 2.32% of the portfolio, ranked #12.

IVC Wealth Advisors first reported a position in NVDA in Q4 2020 and has held it in 24 quarters since. 5,148 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • IVC Wealth Advisors held 25,316 shares of NVIDIA worth $5.78M as of Q3 2026.
  • IVC Wealth Advisors sold 338 NVIDIA shares in Q3 2026, an estimated $72.5K.
  • NVIDIA made up 2.32% of IVC Wealth Advisors's portfolio in Q3 2026, its #12 holding.
  • IVC Wealth Advisors first reported a position in NVIDIA in Q4 2020 and has held it in 24 quarters since.
  • 5,148 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.