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New Insight Wealth Advisors’s NVIDIA NVDA Stock Holding History

New Insight Wealth Advisors’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 		$3.03M Buy
17,374
+164
+1% +$30.1K 1.09% 27
2025
Q4 		$3.21M Buy
17,210
+691
+4% +$129K 1.15% 23
2025
Q3 		$3.08M Sell
16,519
-412
-2% -$71.8K 1.16% 23
2025
Q2 		$2.67M Sell
16,931
-1,737
-9% -$219K 1.1% 23
2025
Q1 		$2.02M Buy
18,668
+2,187
+13% +$277K 0.92% 25
2024
Q4 		$2.21M Sell
16,481
-288
-2% -$39.7K 1.11% 21
2024
Q3 		$2.04M Buy
16,769
+2,607
+18% +$308K 1.07% 21
2024
Q2 		$1.75M Buy
14,162
+972
+7% +$98.3K 1.03% 23
2024
Q1 		$1.19M Buy
13,190
+310
+2% +$22.5K 0.74% 29
2023
Q4 		$638K Buy
+12,880
New +$597K 0.43% 37

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

New Insight Wealth Advisors's NVDA Position: Q1 2026 in Review

New Insight Wealth Advisors increased its NVIDIA (NVDA) stake by 0.95% in Q1 2026, buying an estimated $30.1K and bringing the position to 17,374 shares worth $3.03M. The position accounts for 1.09% of the portfolio, ranked #27.

New Insight Wealth Advisors first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.21M in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • New Insight Wealth Advisors held 17,374 shares of NVIDIA worth $3.03M as of Q1 2026.
  • New Insight Wealth Advisors bought 164 NVIDIA shares in Q1 2026, an estimated $30.1K.
  • NVIDIA made up 1.09% of New Insight Wealth Advisors's portfolio in Q1 2026, its #27 holding.
  • New Insight Wealth Advisors first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
  • New Insight Wealth Advisors's NVIDIA position peaked at $3.21M in Q4 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.