Johnson & White Wealth Management
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Johnson & White Wealth Management’s NVIDIA NVDA Stock Holding History

Johnson & White 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
Q3 		$8.71M Buy
38,124
+14
+0% +$3K 3.17% 9
2026
Q2 		$7.63M Sell
38,110
-1,215
-3% -$250K 2.85% 10
2026
Q1 		$6.86M Sell
39,325
-2,075
-5% -$381K 2.9% 10
2025
Q4 		$7.72M Sell
41,400
-341
-0.8% -$63.5K 3.36% 9
2025
Q3 		$7.79M Sell
41,741
-1,509
-3% -$263K 3.57% 7
2025
Q2 		$6.83M Sell
43,250
-294
-0.7% -$37K 3.44% 8
2025
Q1 		$4.72M Sell
43,544
-3,478
-7% -$441K 2.65% 11
2024
Q4 		$6.5M Sell
47,022
-21
-0% -$2.89K 3.94% 5
2024
Q3 		$5.71M Sell
47,043
-4,220
-8% -$498K 4.92% 5
2024
Q2 		$6.33M Sell
51,263
-6,947
-12% -$702K 6.05% 4
2024
Q1 		$5.26M Sell
58,210
-2,610
-4% -$189K 3.83% 6
2023
Q4 		$3.01M Sell
60,820
-1,360
-2% -$63K 2.5% 14
2023
Q3 		$2.7M Sell
62,180
-1,000
-2% -$44.8K 2.45% 13
2023
Q2 		$2.67M Buy
63,180
+700
+1% +$23.2K 3.67% 11
2023
Q1 		$1.74M Buy
+62,480
New +$1.35M 1.55% 19
2022
Q4 		– Sell
-60,280
Closed -$732K – 105
2022
Q3 		$732K Buy
+60,280
New +$953K 0.83% 31

Other funds holding NVDA

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
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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Johnson & White Wealth Management's NVDA Position: Q3 2026 in Review

Johnson & White Wealth Management increased its NVIDIA (NVDA) stake by 0.04% in Q3 2026, buying an estimated $3K and bringing the position to 38,124 shares worth $8.71M. The position accounts for 3.17% of the portfolio, ranked #9.

Johnson & White Wealth Management first reported a position in NVDA in Q3 2022 and has held it in 16 quarters since. 4,725 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Johnson & White Wealth Management held 38,124 shares of NVIDIA worth $8.71M as of Q3 2026.
  • Johnson & White Wealth Management bought 14 NVIDIA shares in Q3 2026, an estimated $3K.
  • NVIDIA made up 3.17% of Johnson & White Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Johnson & White Wealth Management first reported a position in NVIDIA in Q3 2022 and has held it in 16 quarters since.
  • 4,725 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Johnson & White Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.