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 Q3	$39.6M	Buy	173,563 +3,964	+2%	+$850K	2.19%	8
2026 Q2	$35M	Buy	169,599 +33,804	+25%	+$6.95M	2.07%	7
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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Triad Wealth Partners's NVDA Position: Q3 2026 in Review

Triad Wealth Partners increased its NVIDIA (NVDA) stake by 2.3% in Q3 2026, buying an estimated $850K and bringing the position to 173,563 shares worth $39.6M. The position accounts for 2.19% of the portfolio, ranked #8.

Triad Wealth Partners first reported a position in NVDA in Q1 2024 and has held it in 11 quarters since. 4,182 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

Triad Wealth Partners held 173,563 shares of NVIDIA worth $39.6M as of Q3 2026.
Triad Wealth Partners bought 3,964 NVIDIA shares in Q3 2026, an estimated $850K.
NVIDIA made up 2.19% of Triad Wealth Partners's portfolio in Q3 2026, its #8 holding.
Triad Wealth Partners first reported a position in NVIDIA in Q1 2024 and has held it in 11 quarters since.
4,182 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.