Prevail Innovative Wealth Advisors’s NVIDIA NVDA Stock Holding History

Prevail Innovative 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	$6.72M	Buy	38,557 +3,888	+11%	+$713K	1.13%	36
2025 Q4	$6.47M	Buy	34,669 +164	+0.5%	+$30.5K	1.16%	18
2025 Q3	$6.44M	Sell	34,505 -37,545	-52%	-$6.54M	1.25%	15
2025 Q2	$11.4M	Buy	72,050 +3,963	+6%	+$499K	2.55%	3
2025 Q1	$7.38M	Buy	68,087 +21,169	+45%	+$2.68M	1.97%	6
2024 Q4	$6.3M	Buy	46,918 +12,560	+37%	+$1.73M	1.82%	10
2024 Q3	$4.17M	Buy	34,358 +30,525	+796%	+$3.61M	1.27%	21
2024 Q2	$474K	Buy	3,833 +933	+32%	+$94.3K	0.17%	116
2024 Q1	$262K	Sell	2,900 -54,420	-95%	-$3.94M	0.1%	143
2023 Q4	$2.84M	Buy	57,320 +16,330	+40%	+$757K	1.35%	20
2023 Q3	$1.78M	Buy	40,990 +32,670	+393%	+$1.46M	0.93%	42
2023 Q2	$352K	Buy	+8,320	New	+$276K	0.19%	76

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prevail Innovative Wealth Advisors's NVDA Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors increased its NVIDIA (NVDA) stake by 11% in Q1 2026, buying an estimated $713K and bringing the position to 38,557 shares worth $6.72M. The position accounts for 1.13% of the portfolio, ranked #36.

Prevail Innovative Wealth Advisors first reported a position in NVDA in Q2 2023 and has held it in 12 quarters since. The position peaked at $11.4M in Q2 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

Prevail Innovative Wealth Advisors held 38,557 shares of NVIDIA worth $6.72M as of Q1 2026.
Prevail Innovative Wealth Advisors bought 3,888 NVIDIA shares in Q1 2026, an estimated $713K.
NVIDIA made up 1.13% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #36 holding.
Prevail Innovative Wealth Advisors first reported a position in NVIDIA in Q2 2023 and has held it in 12 quarters since.
Prevail Innovative Wealth Advisors's NVIDIA position peaked at $11.4M in Q2 2025.
5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.