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Naviter Wealth’s NVIDIA NVDA Stock Holding History

Naviter Wealth’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 		$26.9M Buy
153,991
+4,981
+3% +$914K 3.35% 4
2025
Q4 		$27.8M Sell
149,010
-14,019
-9% -$2.61M 3.62% 3
2025
Q3 		$30.4M Buy
163,029
+7,181
+5% +$1.25M 3.54% 4
2025
Q2 		$24.6M Sell
155,848
-10,807
-6% -$1.36M 3.03% 4
2025
Q1 		$18.3M Sell
166,655
-2,349
-1% -$298K 2.22% 6
2024
Q4 		$22.7M Buy
169,004
+39,750
+31% +$5.48M 2.74% 5
2024
Q3 		$15.7M Buy
129,254
+16,520
+15% +$1.95M 2.19% 8
2024
Q2 		$13.9M Buy
112,734
+10,314
+10% +$1.04M 2.08% 9
2024
Q1 		$9.25M Buy
102,420
+20,660
+25% +$1.5M 1.51% 10
2023
Q4 		$4.05M Buy
81,760
+23,290
+40% +$1.08M 0.81% 29
2023
Q3 		$2.54M Sell
58,470
-3,570
-6% -$160K 0.61% 36
2023
Q2 		$2.62M Buy
62,040
+3,280
+6% +$109K 0.67% 32
2023
Q1 		$1.63M Sell
58,760
-65,430
-53% -$1.42M 0.57% 36
2022
Q4 		$2.39M Sell
124,190
-400
-0.3% -$5.87K 0.66% 28
2022
Q3 		$1.51M Buy
124,590
+23,290
+23% +$368K 0.62% 28
2022
Q2 		$1.54M Sell
101,300
-45,660
-31% -$862K 0.63% 28
2022
Q1 		$4.01M Buy
146,960
+2,890
+2% +$72.5K 1.34% 21
2021
Q4 		$4.24M Buy
+144,070
New +$3.96M 1.27% 24

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

Naviter Wealth's NVDA Position: Q1 2026 in Review

Naviter Wealth increased its NVIDIA (NVDA) stake by 3.3% in Q1 2026, buying an estimated $914K and bringing the position to 153,991 shares worth $26.9M. The position accounts for 3.35% of the portfolio, ranked #4.

Naviter Wealth first reported a position in NVDA in Q4 2021 and has held it in 18 quarters since. The position peaked at $30.4M in Q3 2025. 5,831 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Naviter Wealth held 153,991 shares of NVIDIA worth $26.9M as of Q1 2026.
  • Naviter Wealth bought 4,981 NVIDIA shares in Q1 2026, an estimated $914K.
  • NVIDIA made up 3.35% of Naviter Wealth's portfolio in Q1 2026, its #4 holding.
  • Naviter Wealth first reported a position in NVIDIA in Q4 2021 and has held it in 18 quarters since.
  • Naviter Wealth's NVIDIA position peaked at $30.4M in Q3 2025.
  • 5,831 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.