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Perfromance Wealth Partners’s NVIDIA NVDA Stock Holding History

Perfromance 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
2026
Q1 		$246M Buy
1,412,739
+1,570
+0.1% +$288K 7.15% 3
2025
Q4 		$263M Sell
1,411,169
-3,747
-0.3% -$697K 7.13% 3
2025
Q3 		$264M Buy
1,414,916
+33,168
+2% +$5.78M 7.37% 3
2025
Q2 		$218M Buy
1,381,748
+31,407
+2% +$3.95M 6.98% 5
2025
Q1 		$146M Buy
1,350,341
+36,468
+3% +$4.62M 5.23% 5
2024
Q4 		$176M Buy
1,313,873
+7,560
+0.6% +$1.04M 5.67% 5
2024
Q3 		$159M Buy
1,306,313
+33,953
+3% +$4.01M 5.46% 5
2024
Q2 		$157M Buy
1,272,360
+183,060
+17% +$18.5M 5.79% 5
2024
Q1 		$98.4M Buy
1,089,300
+992,500
+1,025% +$71.9M 4.13% 7
2023
Q4 		$4.79M Buy
96,800
+29,550
+44% +$1.37M 0.21% 36
2023
Q3 		$2.93M Buy
67,250
+16,060
+31% +$720K 0.14% 52
2023
Q2 		$2.17M Buy
51,190
+41,270
+416% +$1.37M 0.1% 60
2023
Q1 		$276K Buy
+9,920
New +$215K 0.01% 148
2022
Q4 		– Sell
-984,220
Closed -$11.9M – 172
2022
Q3 		$11.9M Sell
984,220
-964,640
-49% -$15.3M 0.69% 18
2022
Q2 		$29.5M Sell
1,948,860
-20,530
-1% -$387K 1.66% 11
2022
Q1 		$53.7M Sell
1,969,390
-80,000
-4% -$2.01M 2.34% 7
2021
Q4 		$60.3M Buy
+2,049,390
New +$56.4M 2.43% 7

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

Perfromance Wealth Partners's NVDA Position: Q1 2026 in Review

Perfromance Wealth Partners increased its NVIDIA (NVDA) stake by 0.11% in Q1 2026, buying an estimated $288K and bringing the position to 1,412,739 shares worth $246M. The position accounts for 7.15% of the portfolio, ranked #3.

Perfromance Wealth Partners first reported a position in NVDA in Q4 2021 and has held it in 17 quarters since. The position peaked at $264M in Q3 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Perfromance Wealth Partners held 1,412,739 shares of NVIDIA worth $246M as of Q1 2026.
  • Perfromance Wealth Partners bought 1,570 NVIDIA shares in Q1 2026, an estimated $288K.
  • NVIDIA made up 7.15% of Perfromance Wealth Partners's portfolio in Q1 2026, its #3 holding.
  • Perfromance Wealth Partners first reported a position in NVIDIA in Q4 2021 and has held it in 17 quarters since.
  • Perfromance Wealth Partners's NVIDIA position peaked at $264M in Q3 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.