Modern Wealth Management’s NVIDIA NVDA Stock Holding History

Modern 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	$39.5M	Buy	225,035 +36,658	+19%	+$6.73M	0.68%	34
2025 Q4	$35.1M	Buy	188,377 +10,416	+6%	+$1.94M	0.64%	40
2025 Q3	$33.2M	Buy	177,961 +12,241	+7%	+$2.13M	0.66%	40
2025 Q2	$26.2M	Buy	165,720 +13,322	+9%	+$1.68M	0.64%	35
2025 Q1	$16.5M	Buy	152,398 +42,131	+38%	+$5.34M	0.53%	45
2024 Q4	$14.8M	Buy	110,267 +49,442	+81%	+$6.81M	0.55%	44
2024 Q3	$7.39M	Buy	60,825 +4,613	+8%	+$545K	0.45%	43
2024 Q2	$6.94M	Buy	56,212 +14,522	+35%	+$1.47M	0.51%	36
2024 Q1	$3.77M	Buy	41,690 +19,470	+88%	+$1.41M	0.35%	42
2023 Q4	$1.1M	Buy	+22,220	New	+$1.03M	0.14%	57

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

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

Modern Wealth Management increased its NVIDIA (NVDA) stake by 19% in Q1 2026, buying an estimated $6.73M and bringing the position to 225,035 shares worth $39.5M. The position accounts for 0.68% of the portfolio, ranked #34.

Modern Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Modern Wealth Management held 225,035 shares of NVIDIA worth $39.5M as of Q1 2026.
Modern Wealth Management bought 36,658 NVIDIA shares in Q1 2026, an estimated $6.73M.
NVIDIA made up 0.68% of Modern Wealth Management's portfolio in Q1 2026, its #34 holding.
Modern Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.