Strategic Wealth Partners’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$18.6M Buy
106,541
+6,119
+6% +$1.12M 1.29% 12
2025
Q4
$18.7M Buy
100,422
+2,583
+3% +$481K 1.28% 16
2025
Q3
$18.3M Sell
97,839
-17,971
-16% -$3.13M 1.36% 12
2025
Q2
$18.3M Buy
+115,810
New +$14.6M 1.44% 12
2024
Q4
$13.8M Buy
101,828
+17,632
+21% +$2.43M 1.14% 19
2024
Q3
$10.2M Buy
84,196
+18,533
+28% +$2.19M 0.98% 25
2024
Q2
$8.11M Buy
65,663
+12,883
+24% +$1.3M 0.85% 30
2024
Q1
$4.77M Buy
52,780
+13,440
+34% +$974K 0.52% 66
2023
Q4
$1.95M Buy
39,340
+5,800
+17% +$269K 0.24% 91
2023
Q3
$1.46M Buy
33,540
+280
+0.8% +$12.5K 0.19% 128
2023
Q2
$1.41M Sell
33,260
-20,080
-38% -$667K 0.18% 132
2023
Q1
$1.48M Sell
53,340
-1,650
-3% -$35.7K 0.23% 110
2022
Q4
$804K Buy
54,990
+1,020
+2% +$15K 0.15% 137
2022
Q3
$655K Sell
53,970
-15,350
-22% -$243K 0.14% 153
2022
Q2
$1.05M Sell
69,320
-37,780
-35% -$713K 0.23% 118
2022
Q1
$2.92M Buy
107,100
+24,920
+30% +$625K 0.57% 53
2021
Q4
$2.42M Buy
82,180
+6,030
+8% +$166K 0.46% 69
2021
Q3
$1.58M Buy
76,150
+22,190
+41% +$461K 0.46% 57
2021
Q2
$1.08M Sell
53,960
-3,600
-6% -$57.7K 0.35% 81
2021
Q1
$768K Buy
57,560
+7,840
+16% +$105K 0.31% 85
2020
Q4
$649K Buy
49,720
+10,200
+26% +$137K 0.27% 92
2020
Q3
$535K Buy
39,520
+4,840
+14% +$56.3K 0.27% 90
2020
Q2
$329K Buy
+34,680
New +$281K 0.17% 111
2019
Q4
Sell
-5,360
Closed -$23 378
2019
Q3
$23 Buy
5,360
+4,560
+570% +$19.2K ﹤0.01% 373
2019
Q2
$3K Sell
800
-10,000
-93% -$41.4K ﹤0.01% 680
2019
Q1
$50K Sell
10,800
-920
-8% -$3.57K 0.02% 243
2018
Q4
$45K Buy
11,720
+160
+1% +$765 0.02% 243
2018
Q3
$81K Buy
11,560
+3,160
+38% +$20.6K 0.04% 194
2018
Q2
$50K Hold
8,400
0.03% 256
2018
Q1
$49K Buy
8,400
+400
+5% +$2.35K 0.03% 248
2017
Q4
$42K Buy
+8,000
New +$39.7K 0.02% 236

Other funds holding NVDA

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

Strategic Wealth Partners increased its NVIDIA (NVDA) stake by 6.1% in Q1 2026, buying an estimated $1.12M and bringing the position to 106,541 shares worth $18.6M. The position accounts for 1.29% of the portfolio, ranked #12.

Strategic Wealth Partners first reported a position in NVDA in Q4 2017 and has held it in 31 quarters since. The position peaked at $18.7M in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Strategic Wealth Partners held 106,541 shares of NVIDIA worth $18.6M as of Q1 2026.
  • Strategic Wealth Partners bought 6,119 NVIDIA shares in Q1 2026, an estimated $1.12M.
  • NVIDIA made up 1.29% of Strategic Wealth Partners's portfolio in Q1 2026, its #12 holding.
  • Strategic Wealth Partners first reported a position in NVIDIA in Q4 2017 and has held it in 31 quarters since.
  • Strategic Wealth Partners's NVIDIA position peaked at $18.7M in Q4 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.