Sterling Wealth Management’s NVIDIA NVDA Stock Holding History

Sterling Wealth Management’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 Q3	$1.55M	Buy	6,771 +773	+13%	+$166K	0.4%	37
2026 Q2	$1.2M	Sell	5,998 -1,219	-17%	-$251K	0.3%	40
2026 Q1	$1.26M	Sell	7,217 -4,233	-37%	-$777K	0.35%	39
2025 Q4	$2.14M	Buy	11,450 +40	+0.4%	+$7.45K	0.61%	30
2025 Q3	$2.13M	Buy	11,410 +8,630	+310%	+$1.5M	0.65%	29
2025 Q2	$439K	Buy	+2,780	New	+$350K	0.15%	64
2024 Q4	$348K	Sell	2,593 -1,469	-36%	-$202K	0.13%	81
2024 Q3	$493K	Buy	4,062 +1,522	+60%	+$180K	0.18%	62
2024 Q2	$314K	Hold	2,540	–	–	0.15%	79
2024 Q1	$230K	Buy	+2,540	New	+$184K	0.11%	89

Other funds holding NVDA

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Sterling Wealth Management's NVDA Position: Q3 2026 in Review

Sterling Wealth Management increased its NVIDIA (NVDA) stake by 13% in Q3 2026, buying an estimated $166K and bringing the position to 6,771 shares worth $1.55M. The position accounts for 0.4% of the portfolio, ranked #37.

Sterling Wealth Management first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.14M in Q4 2025. 5,269 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

Sterling Wealth Management held 6,771 shares of NVIDIA worth $1.55M as of Q3 2026.
Sterling Wealth Management bought 773 NVIDIA shares in Q3 2026, an estimated $166K.
NVIDIA made up 0.4% of Sterling Wealth Management's portfolio in Q3 2026, its #37 holding.
Sterling Wealth Management first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
Sterling Wealth Management's NVIDIA position peaked at $2.14M in Q4 2025.
5,269 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Sterling Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.