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Oak Harbor Wealth Partners’s NVIDIA NVDA Stock Holding History

Oak Harbor Wealth Partners’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
2025
Q1 		– Sell
-400
Closed -$53.7K – 251
2024
Q4 		$53.7K Buy
+400
New +$55.1K 0.02% 196

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

Oak Harbor Wealth Partners's NVDA Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its NVIDIA (NVDA) stake by 2.8% in Q1 2026, selling an estimated $63.3K and leaving 11,979 shares worth $2.09M. The position accounts for 0.49% of the portfolio, ranked #50.

Oak Harbor Wealth Partners first reported a position in NVDA in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.31M in Q3 2025. 5,833 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Oak Harbor Wealth Partners held 11,979 shares of NVIDIA worth $2.09M as of Q1 2026.
  • Oak Harbor Wealth Partners sold 345 NVIDIA shares in Q1 2026, an estimated $63.3K.
  • NVIDIA made up 0.49% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #50 holding.
  • Oak Harbor Wealth Partners first reported a position in NVIDIA in Q1 2023 and has held it in 13 quarters since.
  • Oak Harbor Wealth Partners's NVIDIA position peaked at $2.31M in Q3 2025.
  • 5,833 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.