WI
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WBI Investments’s NVIDIA NVDA Stock Holding History

WBI Investments’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 		$2.19M Buy
12,531
+1,554
+14% +$285K 0.6% 34
2025
Q4 		$2.05M Sell
10,977
-2,074
-16% -$386K 0.53% 36
2025
Q3 		$2.43M Sell
13,051
-890
-6% -$155K 0.62% 32
2025
Q2 		$2.2M Sell
13,941
-7,627
-35% -$960K 0.57% 34
2025
Q1 		$2.34M Buy
21,568
+17,197
+393% +$2.18M 0.62% 47
2024
Q4 		$587K Buy
4,371
+2,693
+160% +$371K 0.15% 144
2024
Q3 		$204K Buy
+1,678
New +$198K 0.05% 224
2024
Q1 		– Sell
-113,460
Closed -$5.62M – 226
2023
Q4 		$5.62M Buy
+113,460
New +$5.26M 1.13% 18
2023
Q3 		– Sell
-73,070
Closed -$3.09M – 221
2023
Q2 		$3.09M Buy
+73,070
New +$2.43M 0.56% 44
2021
Q3 		– Sell
-136,440
Closed -$2.73M – 218
2021
Q2 		$2.73M Buy
+136,440
New +$2.19M 0.42% 58
2020
Q3 		– Sell
-1,616,640
Closed -$15.4M – 142
2020
Q2 		$15.4M Buy
1,616,640
+1,132,560
+234% +$9.16M 2.46% 12
2020
Q1 		$3.19M Buy
+484,080
New +$3.05M 0.6% 23
2016
Q1 		– Sell
-3,522,600
Closed -$2.9M – 198
2015
Q4 		$2.9M Buy
+3,522,600
New +$2.65M 0.08% 141
2015
Q3 		– Sell
-19,253,960
Closed -$9.68M – 232
2015
Q2 		$9.68M Buy
+19,253,960
New +$10.4M 0.24% 88

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

WBI Investments's NVDA Position: Q1 2026 in Review

WBI Investments increased its NVIDIA (NVDA) stake by 14% in Q1 2026, buying an estimated $285K and bringing the position to 12,531 shares worth $2.19M. The position accounts for 0.6% of the portfolio, ranked #34.

WBI Investments first reported a position in NVDA in Q2 2015 and has held it in 14 quarters since. The position peaked at $15.4M in Q2 2020. 5,830 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • WBI Investments held 12,531 shares of NVIDIA worth $2.19M as of Q1 2026.
  • WBI Investments bought 1,554 NVIDIA shares in Q1 2026, an estimated $285K.
  • NVIDIA made up 0.6% of WBI Investments's portfolio in Q1 2026, its #34 holding.
  • WBI Investments first reported a position in NVIDIA in Q2 2015 and has held it in 14 quarters since.
  • WBI Investments's NVIDIA position peaked at $15.4M in Q2 2020.
  • 5,830 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.