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Journey Strategic Wealth’s NVIDIA NVDA Stock Holding History

Journey Strategic Wealth’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 		$39.1M Buy
224,161
+28,693
+15% +$5.26M 0.97% 8
2025
Q4 		$36.5M Sell
195,468
-1,634
-0.8% -$304K 0.96% 7
2025
Q3 		$36.8M Buy
197,102
+668
+0.3% +$116K 1.04% 8
2025
Q2 		$31M Buy
196,434
+87,109
+80% +$11M 1.01% 7
2025
Q1 		$11.8M Buy
109,325
+16,088
+17% +$2.04M 0.41% 20
2024
Q4 		$12.5M Buy
93,237
+3,946
+4% +$544K 0.47% 19
2024
Q3 		$10.8M Buy
89,291
+15,431
+21% +$1.82M 0.4% 19
2024
Q2 		$9.12M Buy
73,860
+3,630
+5% +$367K 0.39% 16
2024
Q1 		$6.35M Buy
70,230
+13,730
+24% +$995K 0.28% 19
2023
Q4 		$2.8M Sell
56,500
-8,980
-14% -$416K 0.13% 31
2023
Q3 		$2.85M Sell
65,480
-12,270
-16% -$550K 0.14% 26
2023
Q2 		$3.29M Buy
77,750
+6,390
+9% +$212K 0.15% 25
2023
Q1 		$1.98M Buy
71,360
+10,410
+17% +$225K 0.21% 35
2022
Q4 		$891K Buy
60,950
+8,470
+16% +$124K 0.1% 63
2022
Q3 		$637K Sell
52,480
-13,980
-21% -$221K 0.09% 56
2022
Q2 		$1.01M Buy
66,460
+12,550
+23% +$237K 0.13% 38
2022
Q1 		$1.47M Buy
53,910
+3,870
+8% +$97.1K 0.16% 19
2021
Q4 		$1.47M Buy
+50,040
New +$1.38M 0.15% 34

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

Journey Strategic Wealth's NVDA Position: Q1 2026 in Review

Journey Strategic Wealth increased its NVIDIA (NVDA) stake by 15% in Q1 2026, buying an estimated $5.26M and bringing the position to 224,161 shares worth $39.1M. The position accounts for 0.97% of the portfolio, ranked #8.

Journey Strategic Wealth first reported a position in NVDA in Q4 2021 and has held it in 18 quarters since. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Journey Strategic Wealth held 224,161 shares of NVIDIA worth $39.1M as of Q1 2026.
  • Journey Strategic Wealth bought 28,693 NVIDIA shares in Q1 2026, an estimated $5.26M.
  • NVIDIA made up 0.97% of Journey Strategic Wealth's portfolio in Q1 2026, its #8 holding.
  • Journey Strategic Wealth first reported a position in NVIDIA in Q4 2021 and has held it in 18 quarters since.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.