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Mittelman Wealth Management’s NVIDIA NVDA Stock Holding History

Mittelman 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 		$747K Buy
+4,281
New +$785K 0.47% 28
2025
Q4 		– Sell
-3,218
Closed -$600K – 48
2025
Q3 		$600K Sell
3,218
-406
-11% -$70.8K 0.39% 27
2025
Q2 		$573K Buy
3,624
+316
+10% +$39.8K 0.48% 23
2025
Q1 		$359K Sell
3,308
-1,133
-26% -$144K 0.32% 27
2024
Q4 		$596K Sell
4,441
-1,000
-18% -$138K 0.55% 18
2024
Q3 		$661K Hold
5,441
– – 0.38% 16
2024
Q2 		$672K Buy
5,441
+1
+0% +$101 0.44% 46
2024
Q1 		$492K Buy
+5,440
New +$394K 0.33% 46

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

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

Mittelman Wealth Management opened a new position in NVIDIA (NVDA) in Q1 2026: 4,281 shares worth $747K. The stake represents 0.47% of the portfolio and ranks #28 among its holdings. This is a return to the name: Mittelman Wealth Management previously reported a position in NVDA as recently as Q3 2025.

Mittelman Wealth Management first reported a position in NVDA in Q1 2024 and has held it in 8 quarters since. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Mittelman Wealth Management held 4,281 shares of NVIDIA worth $747K as of Q1 2026.
  • NVIDIA was a new Mittelman Wealth Management position in Q1 2026.
  • NVIDIA made up 0.47% of Mittelman Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Mittelman Wealth Management first reported a position in NVIDIA in Q1 2024 and has held it in 8 quarters since.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

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