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Mission Wealth Management’s NVIDIA NVDA Stock Holding History

Mission 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
2024
Q3 		– Hold
0
– -$124K – 708
2024
Q2 		– Hold
0
– – – 637
2024
Q1 		– Hold
0
– – – 191
2023
Q4 		– Hold
0
– – – 560
2023
Q3 		– Hold
0
– – – 507
2023
Q2 		– Hold
0
– – – 535
2023
Q1 		– Hold
0
– – – 527
2022
Q4 		– Hold
0
– – – 511
2022
Q3 		– Hold
0
– – – 496
2022
Q2 		– Sell
-25,000
Closed -$472K – 501
2022
Q1 		$682K Hold
25,000
– – 0.03% 264
2021
Q4 		$735K Buy
25,000
+5,000
+25% +$138K 0.03% 236
2021
Q3 		$414K Buy
+20,000
New +$415K 0.02% 331

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

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.