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SMART Wealth’s NVIDIA NVDA Stock Holding History

SMART 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 		$13.3M Buy
76,064
+10,448
+16% +$1.92M 3.88% 2
2025
Q4 		$12.2M Buy
65,616
+455
+0.7% +$84.7K 3.73% 1
2025
Q3 		$12.2M Buy
65,161
+4,588
+8% +$800K 4.59% 1
2025
Q2 		$9.57M Sell
60,573
-18,251
-23% -$2.3M 3% 1
2025
Q1 		$8.54M Buy
78,824
+6,513
+9% +$825K 3.06% 4
2024
Q4 		$9.71M Buy
72,311
+53,747
+290% +$7.41M 3.46% 4
2024
Q3 		$2.25M Buy
18,564
+3,670
+25% +$434K 0.88% 34
2024
Q2 		$1.84M Buy
14,894
+1,824
+14% +$184K 0.74% 36
2024
Q1 		$1.18M Buy
13,070
+3,700
+39% +$268K 0.53% 41
2023
Q4 		$464K Buy
+9,370
New +$434K 0.25% 48
2023
Q3 		– Sell
-6,040
Closed -$256K – 81
2023
Q2 		$256K Buy
+6,040
New +$201K 0.19% 68

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

SMART Wealth's NVDA Position: Q1 2026 in Review

SMART Wealth increased its NVIDIA (NVDA) stake by 16% in Q1 2026, buying an estimated $1.92M and bringing the position to 76,064 shares worth $13.3M. The position accounts for 3.88% of the portfolio, ranked #2.

SMART Wealth first reported a position in NVDA in Q2 2023 and has held it in 11 quarters since. 5,831 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • SMART Wealth held 76,064 shares of NVIDIA worth $13.3M as of Q1 2026.
  • SMART Wealth bought 10,448 NVIDIA shares in Q1 2026, an estimated $1.92M.
  • NVIDIA made up 3.88% of SMART Wealth's portfolio in Q1 2026, its #2 holding.
  • SMART Wealth first reported a position in NVIDIA in Q2 2023 and has held it in 11 quarters since.
  • 5,831 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.