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Triad Wealth Partners’s NVIDIA NVDA Stock Holding History

Triad 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 		$23.7M Buy
135,795
+50,478
+59% +$9.26M 1.88% 9
2025
Q4 		$15.9M Buy
85,317
+11,746
+16% +$2.19M 1.51% 12
2025
Q3 		$13.7M Buy
73,571
+26,683
+57% +$4.65M 1.77% 14
2025
Q2 		$7.41M Buy
46,888
+17,000
+57% +$2.14M 1.5% 16
2025
Q1 		$3.24M Buy
29,888
+5,526
+23% +$700K 1.01% 24
2024
Q4 		$3.27M Buy
24,362
+4,338
+22% +$598K 1.18% 21
2024
Q3 		$2.43M Buy
20,024
+3,240
+19% +$383K 1.29% 26
2024
Q2 		$2.07M Buy
16,784
+6,444
+62% +$652K 1.09% 20
2024
Q1 		$934K Buy
+10,340
New +$749K 0.72% 21

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

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

Triad Wealth Partners increased its NVIDIA (NVDA) stake by 59% in Q1 2026, buying an estimated $9.26M and bringing the position to 135,795 shares worth $23.7M. The position accounts for 1.88% of the portfolio, ranked #9.

Triad Wealth Partners first reported a position in NVDA in Q1 2024 and has held it in 9 quarters since. 5,832 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Triad Wealth Partners held 135,795 shares of NVIDIA worth $23.7M as of Q1 2026.
  • Triad Wealth Partners bought 50,478 NVIDIA shares in Q1 2026, an estimated $9.26M.
  • NVIDIA made up 1.88% of Triad Wealth Partners's portfolio in Q1 2026, its #9 holding.
  • Triad Wealth Partners first reported a position in NVIDIA in Q1 2024 and has held it in 9 quarters since.
  • 5,832 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.