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Peterson Wealth Advisors’s NVIDIA NVDA Stock Holding History

Peterson 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 		$562K Sell
3,224
-321
-9% -$58.9K 0.07% 60
2025
Q4 		$661K Buy
3,545
+157
+5% +$29.2K 0.09% 55
2025
Q3 		$627K Sell
3,388
-115
-3% -$20K 0.09% 59
2025
Q2 		$554K Sell
3,503
-43
-1% -$5.41K 0.09% 59
2025
Q1 		$346K Sell
3,546
-12
-0.3% -$1.52K 0.07% 71
2024
Q4 		$514K Buy
3,558
+136
+4% +$18.7K 0.09% 54
2024
Q3 		$416K Buy
3,422
+408
+14% +$48.2K 0.08% 55
2024
Q2 		$372K Sell
3,014
-606
-17% -$61.3K 0.08% 55
2024
Q1 		$327K Sell
3,620
-1,190
-25% -$86.3K 0.07% 55
2023
Q4 		$238K Buy
+4,810
New +$223K 0.06% 63

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

Peterson Wealth Advisors's NVDA Position: Q1 2026 in Review

Peterson Wealth Advisors reduced its NVIDIA (NVDA) stake by 9.1% in Q1 2026, selling an estimated $58.9K and leaving 3,224 shares worth $562K. The position accounts for 0.07% of the portfolio, ranked #60.

Peterson Wealth Advisors first reported a position in NVDA in Q4 2023 and has held it in 10 quarters since. The position peaked at $661K in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Peterson Wealth Advisors held 3,224 shares of NVIDIA worth $562K as of Q1 2026.
  • Peterson Wealth Advisors sold 321 NVIDIA shares in Q1 2026, an estimated $58.9K.
  • NVIDIA made up 0.07% of Peterson Wealth Advisors's portfolio in Q1 2026, its #60 holding.
  • Peterson Wealth Advisors first reported a position in NVIDIA in Q4 2023 and has held it in 10 quarters since.
  • Peterson Wealth Advisors's NVIDIA position peaked at $661K in Q4 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.