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	–	Hold	0	–	-$898K	–	282
2025 Q4	–	Hold	0	–	–	–	164

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

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.