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Sagespring Wealth Partners’s NVIDIA NVDA Stock Holding History

Sagespring 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
Q1 		$53.8M Buy
308,369
+1,419
+0.5% +$260K 0.98% 26
2025
Q4 		$57.2M Buy
306,950
+13,916
+5% +$2.59M 1.04% 21
2025
Q3 		$54.7M Buy
293,034
+9,712
+3% +$1.69M 1.07% 22
2025
Q2 		$44.8M Buy
283,322
+27,072
+11% +$3.41M 0.96% 22
2025
Q1 		$27.8M Buy
256,250
+40,081
+19% +$5.08M 0.7% 30
2024
Q4 		$29M Buy
+216,169
New +$29.8M 0.77% 30

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

Sagespring Wealth Partners's NVDA Position: Q1 2026 in Review

Sagespring Wealth Partners increased its NVIDIA (NVDA) stake by 0.46% in Q1 2026, buying an estimated $260K and bringing the position to 308,369 shares worth $53.8M. The position accounts for 0.98% of the portfolio, ranked #26.

Sagespring Wealth Partners first reported a position in NVDA in Q4 2024 and has held it in 6 quarters since. The position peaked at $57.2M in Q4 2025. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Sagespring Wealth Partners held 308,369 shares of NVIDIA worth $53.8M as of Q1 2026.
  • Sagespring Wealth Partners bought 1,419 NVIDIA shares in Q1 2026, an estimated $260K.
  • NVIDIA made up 0.98% of Sagespring Wealth Partners's portfolio in Q1 2026, its #26 holding.
  • Sagespring Wealth Partners first reported a position in NVIDIA in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's NVIDIA position peaked at $57.2M in Q4 2025.
  • 5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.