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Opes Wealth Management’s NVIDIA NVDA Stock Holding History

Opes Wealth Management’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 		$5.51M Sell
31,609
-506
-2% -$92.8K 0.91% 31
2025
Q4 		$5.99M Sell
32,115
-245
-0.8% -$45.6K 0.98% 32
2025
Q3 		$6.04M Buy
32,360
+457
+1% +$79.7K 1.04% 31
2025
Q2 		$5.04M Sell
31,903
-460
-1% -$57.9K 0.9% 32
2025
Q1 		$3.51M Buy
32,363
+1,579
+5% +$200K 0.71% 34
2024
Q4 		$4.13M Buy
30,784
+1,174
+4% +$162K 0.85% 32
2024
Q3 		$3.6M Sell
29,610
-255
-0.9% -$30.1K 0.69% 34
2024
Q2 		$3.69M Sell
29,865
-755
-2% -$76.3K 0.77% 33
2024
Q1 		$2.77M Sell
30,620
-1,310
-4% -$94.9K 0.64% 35
2023
Q4 		$1.58M Buy
31,930
+450
+1% +$20.9K 0.38% 45
2023
Q3 		$1.37M Buy
31,480
+490
+2% +$22K 0.38% 48
2023
Q2 		$1.31M Hold
30,990
– – 0.37% 50
2023
Q1 		$861K Hold
30,990
– – 0.28% 50
2022
Q4 		$453K Hold
30,990
– – 0.16% 68
2022
Q3 		$376K Buy
30,990
+2,100
+7% +$33.2K 0.15% 66
2022
Q2 		$438K Hold
28,890
– – 0.18% 59
2022
Q1 		$788K Buy
28,890
+500
+2% +$12.5K 0.26% 54
2021
Q4 		$835K Buy
28,390
+2,560
+10% +$70.4K 0.26% 52
2021
Q3 		$535K Buy
25,830
+150
+0.6% +$3.12K 0.19% 57
2021
Q2 		$514K Hold
25,680
– – 0.19% 53
2021
Q1 		$343K Buy
+25,680
New +$345K 0.13% 66

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

Opes Wealth Management's NVDA Position: Q1 2026 in Review

Opes Wealth Management reduced its NVIDIA (NVDA) stake by 1.6% in Q1 2026, selling an estimated $92.8K and leaving 31,609 shares worth $5.51M. The position accounts for 0.91% of the portfolio, ranked #31.

Opes Wealth Management first reported a position in NVDA in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.04M in Q3 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Opes Wealth Management held 31,609 shares of NVIDIA worth $5.51M as of Q1 2026.
  • Opes Wealth Management sold 506 NVIDIA shares in Q1 2026, an estimated $92.8K.
  • NVIDIA made up 0.91% of Opes Wealth Management's portfolio in Q1 2026, its #31 holding.
  • Opes Wealth Management first reported a position in NVIDIA in Q1 2021 and has held it in 21 quarters since.
  • Opes Wealth Management's NVIDIA position peaked at $6.04M in Q3 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.