Mission Wealth Management’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$146M Sell
838,187
-65,057
-7% -$11.9M 3.01% 7
2025
Q4
$168M Sell
903,244
-23,577
-3% -$4.39M 3.36% 7
2025
Q3
$173M Sell
926,821
-121,939
-12% -$21.3M 3.43% 7
2025
Q2
$166M Sell
1,048,760
-54,415
-5% -$6.85M 3.54% 7
2025
Q1
$120M Buy
1,103,175
+409,950
+59% +$52M 2.93% 7
2024
Q4
$93.1M Buy
693,225
+54,697
+9% +$7.54M 2.17% 10
2024
Q3
$77.5M Buy
638,528
+11,287
+2% +$1.33M 1.88% 10
2024
Q2
$77.5M Buy
627,241
+131,691
+27% +$13.3M 2.05% 10
2024
Q1
$44.8M Buy
495,550
+125,270
+34% +$9.08M 1.18% 14
2023
Q4
$18.3M Sell
370,280
-9,240
-2% -$428K 0.6% 27
2023
Q3
$16.5M Buy
379,520
+103,090
+37% +$4.62M 0.62% 26
2023
Q2
$11.7M Sell
276,430
-23,010
-8% -$764K 0.44% 33
2023
Q1
$8.32M Buy
299,440
+4,100
+1% +$88.7K 0.35% 43
2022
Q4
$4.32M Sell
295,340
-8,400
-3% -$123K 0.21% 64
2022
Q3
$3.69M Sell
303,740
-2,130
-0.7% -$33.7K 0.2% 67
2022
Q2
$4.64M Sell
305,870
-113,230
-27% -$2.14M 0.24% 54
2022
Q1
$11.4M Buy
419,100
+12,810
+3% +$321K 0.53% 30
2021
Q4
$11.9M Buy
406,290
+43,350
+12% +$1.19M 0.54% 29
2021
Q3
$7.52M Buy
362,940
+107,220
+42% +$2.23M 0.38% 43
2021
Q2
$5.12M Sell
255,720
-7,600
-3% -$122K 0.27% 51
2021
Q1
$3.52M Buy
263,320
+49,360
+23% +$663K 0.2% 59
2020
Q4
$2.79M Buy
213,960
+16,400
+8% +$220K 0.17% 67
2020
Q3
$2.67M Buy
197,560
+10,440
+6% +$121K 0.2% 61
2020
Q2
$1.78M Buy
187,120
+46,680
+33% +$378K 0.15% 77
2020
Q1
$926K Buy
140,440
+15,320
+12% +$96.7K 0.1% 100
2019
Q4
$736K Buy
125,120
+26,560
+27% +$138K 0.07% 141
2019
Q3
$429K Buy
98,560
+240
+0.2% +$1.01K 0.05% 187
2019
Q2
$404K Sell
98,320
-18,680
-16% -$77.4K 0.05% 194
2019
Q1
$525K Buy
117,000
+19,680
+20% +$76.4K 0.06% 159
2018
Q4
$325K Buy
97,320
+1,400
+1% +$6.7K 0.04% 190
2018
Q3
$674K Sell
95,920
-24,760
-21% -$161K 0.09% 123
2018
Q2
$715K Buy
120,680
+42,280
+54% +$257K 0.11% 106
2018
Q1
$454K Buy
+78,400
New +$461K 0.07% 124

Other funds holding NVDA

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

Mission Wealth Management reduced its NVIDIA (NVDA) stake by 7.2% in Q1 2026, selling an estimated $11.9M and leaving 838,187 shares worth $146M. The position accounts for 3.01% of the portfolio, ranked #7.

Mission Wealth Management first reported a position in NVDA in Q1 2018 and has held it in 33 quarters since. The position peaked at $173M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Mission Wealth Management held 838,187 shares of NVIDIA worth $146M as of Q1 2026.
  • Mission Wealth Management sold 65,057 NVIDIA shares in Q1 2026, an estimated $11.9M.
  • NVIDIA made up 3.01% of Mission Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Mission Wealth Management first reported a position in NVIDIA in Q1 2018 and has held it in 33 quarters since.
  • Mission Wealth Management's NVIDIA position peaked at $173M in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.