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Momentous Wealth Management’s NVIDIA NVDA Stock Holding History

Momentous 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 		$2.11M Buy
12,070
+713
+6% +$131K 1.2% 11
2025
Q4 		$2.12M Buy
11,357
+2,349
+26% +$437K 1.2% 12
2025
Q3 		$1.68M Sell
9,008
-2,022
-18% -$352K 1.07% 12
2025
Q2 		$1.74M Sell
11,030
-746
-6% -$93.9K 1.13% 13
2025
Q1 		$1.28M Buy
11,776
+3,274
+39% +$415K 0.9% 14
2024
Q4 		$1.14M Buy
+8,502
New +$1.17M 0.95% 13

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

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

Momentous Wealth Management increased its NVIDIA (NVDA) stake by 6.3% in Q1 2026, buying an estimated $131K and bringing the position to 12,070 shares worth $2.11M. The position accounts for 1.2% of the portfolio, ranked #11.

Momentous Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.12M in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Momentous Wealth Management held 12,070 shares of NVIDIA worth $2.11M as of Q1 2026.
  • Momentous Wealth Management bought 713 NVIDIA shares in Q1 2026, an estimated $131K.
  • NVIDIA made up 1.2% of Momentous Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Momentous Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • Momentous Wealth Management's NVIDIA position peaked at $2.12M in Q4 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Momentous Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.