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Marietta Investment Partners’s NVIDIA NVDA Stock Holding History

Marietta Investment Partners’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 		$24.6M Buy
140,899
+4,415
+3% +$810K 4.92% 2
2025
Q4 		$25.5M Buy
136,484
+305
+0.2% +$56.8K 5.05% 2
2025
Q3 		$25.4M Sell
136,179
-2,226
-2% -$388K 4.9% 3
2025
Q2 		$21.9M Buy
138,405
+9,540
+7% +$1.2M 4.79% 3
2025
Q1 		$14M Buy
128,865
+2,222
+2% +$282K 3.37% 3
2024
Q4 		$17M Buy
126,643
+1,346
+1% +$186K 3.75% 3
2024
Q3 		$15.2M Buy
125,297
+727
+0.6% +$85.9K 3.23% 4
2024
Q2 		$15.4M Buy
124,570
+10,950
+10% +$1.11M 3.38% 4
2024
Q1 		$10.3M Buy
113,620
+29,460
+35% +$2.14M 2.24% 8
2023
Q4 		$4.17M Sell
84,160
-500
-0.6% -$23.2K 1.04% 32
2023
Q3 		$3.68M Buy
84,660
+570
+0.7% +$25.5K 1.03% 31
2023
Q2 		$3.56M Sell
84,090
-2,250
-3% -$74.7K 0.92% 33
2023
Q1 		$2.4M Buy
86,340
+900
+1% +$19.5K 0.67% 40
2022
Q4 		$1.25M Sell
85,440
-11,430
-12% -$168K 0.35% 59
2022
Q3 		$1.37M Sell
96,870
-290,840
-75% -$4.6M 0.41% 53
2022
Q2 		$5.88M Sell
387,710
-1,720
-0.4% -$32.5K 1.75% 18
2022
Q1 		$10.6M Buy
389,430
+3,540
+0.9% +$88.8K 2.43% 8
2021
Q4 		$11.3M Buy
385,890
+18,140
+5% +$499K 2.39% 8
2021
Q3 		$7.62M Buy
367,750
+351,670
+2,187% +$7.3M 1.75% 16
2021
Q2 		$322K Buy
16,080
+240
+2% +$3.85K 0.07% 154
2021
Q1 		$211K Sell
15,840
-2,440
-13% -$32.8K 0.05% 168
2020
Q4 		$239K Sell
18,280
-1,200
-6% -$16.1K 0.06% 144
2020
Q3 		$264K Buy
+19,480
New +$227K 0.08% 127

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

Marietta Investment Partners's NVDA Position: Q1 2026 in Review

Marietta Investment Partners increased its NVIDIA (NVDA) stake by 3.2% in Q1 2026, buying an estimated $810K and bringing the position to 140,899 shares worth $24.6M. The position accounts for 4.92% of the portfolio, ranked #2.

Marietta Investment Partners first reported a position in NVDA in Q3 2020 and has held it in 23 quarters since. The position peaked at $25.5M in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Marietta Investment Partners held 140,899 shares of NVIDIA worth $24.6M as of Q1 2026.
  • Marietta Investment Partners bought 4,415 NVIDIA shares in Q1 2026, an estimated $810K.
  • NVIDIA made up 4.92% of Marietta Investment Partners's portfolio in Q1 2026, its #2 holding.
  • Marietta Investment Partners first reported a position in NVIDIA in Q3 2020 and has held it in 23 quarters since.
  • Marietta Investment Partners's NVIDIA position peaked at $25.5M in Q4 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.