Nicholson Wealth Management Group
NVDA icon

Nicholson Wealth Management Group’s NVIDIA NVDA Stock Holding History

Nicholson Wealth Management Group’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
Q3 		$895K Buy
3,917
+451
+13% +$96.7K 0.53% 80
2026
Q2 		$694K Buy
3,466
+78
+2% +$16K 0.41% 79
2026
Q1 		$591K Hold
3,388
– – 0.34% 86
2025
Q4 		$632K Buy
3,388
+77
+2% +$14.3K 0.37% 83
2025
Q3 		$618K Sell
3,311
-100
-3% -$17.4K 0.36% 86
2025
Q2 		$539K Buy
3,411
+1,346
+65% +$169K 0.33% 89
2025
Q1 		$224K Buy
2,065
+315
+18% +$39.9K 0.15% 101
2024
Q4 		$235K Buy
+1,750
New +$241K 0.16% 97

Other funds holding NVDA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Nicholson Wealth Management Group's NVDA Position: Q3 2026 in Review

Nicholson Wealth Management Group increased its NVIDIA (NVDA) stake by 13% in Q3 2026, buying an estimated $96.7K and bringing the position to 3,917 shares worth $895K. The position accounts for 0.53% of the portfolio, ranked #80.

Nicholson Wealth Management Group first reported a position in NVDA in Q4 2024 and has held it in 8 quarters since. 5,269 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Nicholson Wealth Management Group held 3,917 shares of NVIDIA worth $895K as of Q3 2026.
  • Nicholson Wealth Management Group bought 451 NVIDIA shares in Q3 2026, an estimated $96.7K.
  • NVIDIA made up 0.53% of Nicholson Wealth Management Group's portfolio in Q3 2026, its #80 holding.
  • Nicholson Wealth Management Group first reported a position in NVIDIA in Q4 2024 and has held it in 8 quarters since.
  • 5,269 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.