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Simplicity Wealth’s NVIDIA NVDA Stock Holding History

Simplicity Wealth’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 		$31.8M Buy
182,090
+4,625
+3% +$849K 1.8% 7
2025
Q4 		$33.1M Sell
177,465
-43,514
-20% -$8.1M 1.97% 5
2025
Q3 		$41.2M Sell
220,979
-99,509
-31% -$17.3M 2.39% 5
2025
Q2 		$50.6M Buy
320,488
+130,672
+69% +$16.4M 2.11% 8
2025
Q1 		$20.6M Buy
189,816
+31,190
+20% +$3.95M 1.6% 10
2024
Q4 		$21.3M Sell
158,626
-44,878
-22% -$6.19M 4.44% 4
2024
Q3 		$24.7M Sell
203,504
-476,194
-70% -$56.2M 2.29% 6
2024
Q2 		$84M Sell
679,698
-36,032
-5% -$3.64M 1.9% 8
2024
Q1 		$64.5M Buy
715,730
+701,860
+5,060% +$50.9M 1.54% 11
2023
Q4 		$687K Buy
13,870
+6,510
+88% +$302K 0.27% 59
2023
Q3 		$320K Buy
+7,360
New +$330K 0.19% 63

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

Simplicity Wealth's NVDA Position: Q1 2026 in Review

Simplicity Wealth increased its NVIDIA (NVDA) stake by 2.6% in Q1 2026, buying an estimated $849K and bringing the position to 182,090 shares worth $31.8M. The position accounts for 1.8% of the portfolio, ranked #7.

Simplicity Wealth first reported a position in NVDA in Q3 2023 and has held it in 11 quarters since. The position peaked at $84M in Q2 2024. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Simplicity Wealth held 182,090 shares of NVIDIA worth $31.8M as of Q1 2026.
  • Simplicity Wealth bought 4,625 NVIDIA shares in Q1 2026, an estimated $849K.
  • NVIDIA made up 1.8% of Simplicity Wealth's portfolio in Q1 2026, its #7 holding.
  • Simplicity Wealth first reported a position in NVIDIA in Q3 2023 and has held it in 11 quarters since.
  • Simplicity Wealth's NVIDIA position peaked at $84M in Q2 2024.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

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