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Marietta Wealth Management’s NVIDIA NVDA Stock Holding History

Marietta 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 		$33M Sell
189,125
-93
-0% -$17.1K 3.92% 1
2025
Q4 		$35.3M Buy
189,218
+558
+0.3% +$104K 4.08% 2
2025
Q3 		$35.2M Buy
188,660
+177
+0.1% +$30.9K 4.3% 1
2025
Q2 		$29.8M Buy
188,483
+507
+0.3% +$63.8K 3.88% 2
2025
Q1 		$20.4M Buy
187,976
+6,108
+3% +$774K 2.99% 2
2024
Q4 		$24.4M Sell
181,868
-44
-0% -$6.07K 3.5% 3
2024
Q3 		$22.1M Sell
181,912
-6,361
-3% -$751K 3.21% 3
2024
Q2 		$23.3M Sell
188,273
-26,957
-13% -$2.73M 3.63% 3
2024
Q1 		$19.4M Sell
215,230
-20,580
-9% -$1.49M 3.21% 1
2023
Q4 		$11.7M Sell
235,810
-700
-0.3% -$32.4K 2.08% 9
2023
Q3 		$10.3M Sell
236,510
-18,980
-7% -$850K 2.04% 10
2023
Q2 		$10.8M Sell
255,490
-55,380
-18% -$1.84M 2.04% 8
2023
Q1 		$8.64M Sell
310,870
-65,220
-17% -$1.41M 1.83% 8
2022
Q4 		$5.5M Buy
376,090
+17,120
+5% +$251K 1.24% 34
2022
Q3 		$4.36M Buy
358,970
+43,360
+14% +$685K 1.09% 41
2022
Q2 		$4.78M Buy
315,610
+34,010
+12% +$642K 1.16% 39
2022
Q1 		$7.68M Buy
281,600
+10,970
+4% +$275K 1.61% 16
2021
Q4 		$7.96M Sell
270,630
-36,190
-12% -$996K 1.6% 18
2021
Q3 		$6.36M Sell
306,820
-34,060
-10% -$707K 1.39% 24
2021
Q2 		$6.82M Buy
340,880
+5,920
+2% +$94.9K 1.54% 19
2021
Q1 		$4.47M Buy
334,960
+32,920
+11% +$442K 1.11% 33
2020
Q4 		$3.94M Buy
302,040
+21,280
+8% +$285K 1.08% 36
2020
Q3 		$3.8M Sell
280,760
-26,840
-9% -$312K 1.18% 32
2020
Q2 		$2.92M Buy
307,600
+110,440
+56% +$894K 1% 49
2020
Q1 		$1.3M Buy
+197,160
New +$1.24M 0.51% 67

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 Wealth Management's NVDA Position: Q1 2026 in Review

Marietta Wealth Management reduced its NVIDIA (NVDA) stake by 0.05% in Q1 2026, selling an estimated $17.1K and leaving 189,125 shares worth $33M. The position accounts for 3.92% of the portfolio, ranked #1.

Marietta Wealth Management first reported a position in NVDA in Q1 2020 and has held it in 25 quarters since. The position peaked at $35.3M in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Marietta Wealth Management held 189,125 shares of NVIDIA worth $33M as of Q1 2026.
  • Marietta Wealth Management sold 93 NVIDIA shares in Q1 2026, an estimated $17.1K.
  • NVIDIA made up 3.92% of Marietta Wealth Management's portfolio in Q1 2026, its #1 holding.
  • Marietta Wealth Management first reported a position in NVIDIA in Q1 2020 and has held it in 25 quarters since.
  • Marietta Wealth Management's NVIDIA position peaked at $35.3M in Q4 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Marietta Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.