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
2026 Q1	$14.6M	Buy	83,800 +2,000	+2%	+$367K	0.3%	54
2025 Q4	$15.3M	Buy	81,800 +800	+1%	+$149K	0.3%	52
2025 Q3	$15.1M	Buy	+81,000	New	+$14.1M	0.3%	52
2025 Q2	–	Hold	0	–	–	–	58
2025 Q1	–	Hold	0	–	–	–	48
2024 Q4	–	Hold	0	–	–	–	34
2024 Q3	–	Hold	0	–	–	–	36
2024 Q2	–	Hold	0	–	–	–	37
2024 Q1	–	Hold	0	–	–	–	126
2023 Q4	–	Hold	0	–	–	–	376
2023 Q3	–	Hold	0	–	–	–	82
2023 Q2	–	Hold	0	–	–	–	190

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.