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Proactive Wealth Strategies’s NVIDIA NVDA Stock Holding History

Proactive Wealth Strategies’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 		$23.1M Buy
132,665
+69,746
+111% +$12.8M 4.35% 2
2025
Q4 		$11.7M Buy
62,919
+5,578
+10% +$1.04M 4.65% 2
2025
Q3 		$10.7M Buy
57,341
+119
+0.2% +$20.7K 4.61% 2
2025
Q2 		$9.04M Buy
57,222
+2,094
+4% +$264K 4.27% 2
2025
Q1 		$5.97M Buy
55,128
+3,509
+7% +$445K 3.19% 3
2024
Q4 		$6.93M Buy
51,619
+2,002
+4% +$276K 3.61% 2
2024
Q3 		$6.03M Buy
+49,617
New +$5.86M 3.35% 4

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Proactive Wealth Strategies's NVDA Position: Q1 2026 in Review

Proactive Wealth Strategies increased its NVIDIA (NVDA) stake by 111% in Q1 2026, buying an estimated $12.8M and bringing the position to 132,665 shares worth $23.1M. The position accounts for 4.35% of the portfolio, ranked #2.

Proactive Wealth Strategies first reported a position in NVDA in Q3 2024 and has held it in 7 quarters since. 5,842 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Proactive Wealth Strategies held 132,665 shares of NVIDIA worth $23.1M as of Q1 2026.
  • Proactive Wealth Strategies bought 69,746 NVIDIA shares in Q1 2026, an estimated $12.8M.
  • NVIDIA made up 4.35% of Proactive Wealth Strategies's portfolio in Q1 2026, its #2 holding.
  • Proactive Wealth Strategies first reported a position in NVIDIA in Q3 2024 and has held it in 7 quarters since.
  • 5,842 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Proactive Wealth Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.