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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Triad Wealth Partners's NVDA Position: Q2 2026 in Review

Triad Wealth Partners increased its NVIDIA (NVDA) stake by 25% in Q2 2026, buying an estimated $6.95M and bringing the position to 169,599 shares worth $35M. The position accounts for 2.07% of the portfolio, ranked #7.

Triad Wealth Partners first reported a position in NVDA in Q1 2024 and has held it in 10 quarters since. 5,979 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Triad Wealth Partners held 169,599 shares of NVIDIA worth $35M as of Q2 2026.
  • Triad Wealth Partners bought 33,804 NVIDIA shares in Q2 2026, an estimated $6.95M.
  • NVIDIA made up 2.07% of Triad Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • Triad Wealth Partners first reported a position in NVIDIA in Q1 2024 and has held it in 10 quarters since.
  • 5,979 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.