Precedent Wealth Partners
NVDA icon

Precedent Wealth Partners’s NVIDIA NVDA Stock Holding History

Precedent 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
Q3 		$4.16M Buy
18,211
+5,388
+42% +$1.16M 0.64% 47
2026
Q2 		$2.57M Buy
12,823
+2,636
+26% +$542K 0.43% 69
2026
Q1 		$1.78M Sell
10,187
-320
-3% -$58.7K 0.36% 86
2025
Q4 		$1.96M Buy
10,507
+179
+2% +$33.3K 0.41% 74
2025
Q3 		$1.93M Buy
10,328
+10
+0.1% +$1.74K 0.42% 73
2025
Q2 		$1.63M Buy
10,318
+57
+0.6% +$7.17K 0.4% 75
2025
Q1 		$1.11M Buy
10,261
+223
+2% +$28.3K 0.31% 88
2024
Q4 		$1.35M Sell
10,038
-93
-0.9% -$12.8K 0.44% 65
2024
Q3 		$1.23M Sell
10,131
-1,051
-9% -$124K 0.41% 69
2024
Q2 		$1.38M Sell
11,182
-58
-0.5% -$5.86K 0.56% 41
2024
Q1 		$1.02M Sell
11,240
-5,660
-33% -$410K 0.44% 62
2023
Q4 		$837K Buy
+16,900
New +$783K 0.43% 61

Other funds holding NVDA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Precedent Wealth Partners's NVDA Position: Q3 2026 in Review

Precedent Wealth Partners increased its NVIDIA (NVDA) stake by 42% in Q3 2026, buying an estimated $1.16M and bringing the position to 18,211 shares worth $4.16M. The position accounts for 0.64% of the portfolio, ranked #47.

Precedent Wealth Partners first reported a position in NVDA in Q4 2023 and has held it in 12 quarters since. 3,682 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Precedent Wealth Partners held 18,211 shares of NVIDIA worth $4.16M as of Q3 2026.
  • Precedent Wealth Partners bought 5,388 NVIDIA shares in Q3 2026, an estimated $1.16M.
  • NVIDIA made up 0.64% of Precedent Wealth Partners's portfolio in Q3 2026, its #47 holding.
  • Precedent Wealth Partners first reported a position in NVIDIA in Q4 2023 and has held it in 12 quarters since.
  • 3,682 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.