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Level Wealth Management’s NVIDIA NVDA Stock Holding History

Level 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 		$327K Hold
1,877
– – 0.15% 51
2025
Q4 		$350K Sell
1,877
-455
-20% -$84.7K 0.18% 43
2025
Q3 		$435K Hold
2,332
– – 0.23% 35
2025
Q2 		$368K Sell
2,332
-303
-11% -$38.1K 0.21% 44
2025
Q1 		$286K Buy
2,635
+135
+5% +$17.1K 0.19% 43
2024
Q4 		$336K Buy
+2,500
New +$345K 0.24% 39

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

Level Wealth Management's NVDA Position: Q1 2026 in Review

Level Wealth Management held its NVIDIA (NVDA) position steady in Q1 2026 at 1,877 shares worth $327K. The position accounts for 0.15% of the portfolio, ranked #51.

Level Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $435K in Q3 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Level Wealth Management held 1,877 shares of NVIDIA worth $327K as of Q1 2026.
  • Level Wealth Management left its NVIDIA share count unchanged in Q1 2026.
  • NVIDIA made up 0.15% of Level Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Level Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • Level Wealth Management's NVIDIA position peaked at $435K in Q3 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Level Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.