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Peterson Wealth Management’s NVIDIA NVDA Stock Holding History

Peterson 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 		$3.32M Buy
19,057
+32
+0.2% +$5.87K 1.93% 17
2025
Q4 		$3.55M Sell
19,025
-33,287
-64% -$6.2M 2.64% 13
2025
Q3 		$9.76M Sell
52,312
-19,952
-28% -$3.48M 6.76% 4
2025
Q2 		$11.4M Buy
72,264
+778
+1% +$97.9K 6.77% 4
2025
Q1 		$7.75M Buy
71,486
+1,133
+2% +$144K 5.22% 4
2024
Q4 		$9.45M Buy
70,353
+7,436
+12% +$1.02M 5.62% 4
2024
Q3 		$7.64M Buy
62,917
+7,254
+13% +$857K 4.88% 4
2024
Q2 		$6.88M Buy
55,663
+17,613
+46% +$1.78M 4.25% 5
2024
Q1 		$3.44M Buy
38,050
+9,180
+32% +$665K 2.48% 13
2023
Q4 		$1.43M Buy
28,870
+10,530
+57% +$488K 1.29% 26
2023
Q3 		$798K Buy
+18,340
New +$822K 0.66% 38
2022
Q2 		– Sell
-45,470
Closed -$1.24M – 53
2022
Q1 		$1.24M Buy
45,470
+9,250
+26% +$232K 0.83% 36
2021
Q4 		$1.06M Buy
36,220
+3,340
+10% +$91.9K 0.71% 40
2021
Q3 		$681K Buy
32,880
+1,080
+3% +$22.4K 0.53% 46
2021
Q2 		$636K Buy
31,800
+7,560
+31% +$121K 0.5% 46
2021
Q1 		$324K Buy
+24,240
New +$326K 0.28% 42

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 Management's NVDA Position: Q1 2026 in Review

Peterson Wealth Management increased its NVIDIA (NVDA) stake by 0.17% in Q1 2026, buying an estimated $5.87K and bringing the position to 19,057 shares worth $3.32M. The position accounts for 1.93% of the portfolio, ranked #17.

Peterson Wealth Management first reported a position in NVDA in Q1 2021 and has held it in 16 quarters since. The position peaked at $11.4M in Q2 2025. 5,829 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Peterson Wealth Management held 19,057 shares of NVIDIA worth $3.32M as of Q1 2026.
  • Peterson Wealth Management bought 32 NVIDIA shares in Q1 2026, an estimated $5.87K.
  • NVIDIA made up 1.93% of Peterson Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Peterson Wealth Management first reported a position in NVIDIA in Q1 2021 and has held it in 16 quarters since.
  • Peterson Wealth Management's NVIDIA position peaked at $11.4M in Q2 2025.
  • 5,829 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.