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Wealth Dimensions Group’s NVIDIA NVDA Stock Holding History

Wealth Dimensions Group’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 		$8.7M Buy
49,878
+4,850
+11% +$890K 1.71% 15
2025
Q4 		$8.4M Buy
45,028
+1,955
+5% +$364K 1.67% 15
2025
Q3 		$8.04M Sell
43,073
-3,290
-7% -$573K 1.65% 16
2025
Q2 		$7.32M Sell
46,363
-3,113
-6% -$392K 1.61% 16
2025
Q1 		$5.36M Buy
49,476
+1,472
+3% +$187K 1.28% 18
2024
Q4 		$6.45M Buy
48,004
+6,497
+16% +$896K 1.58% 17
2024
Q3 		$5.04M Buy
41,507
+4,877
+13% +$576K 1.28% 17
2024
Q2 		$4.53M Sell
36,630
-3,890
-10% -$393K 1.29% 17
2024
Q1 		$3.66M Buy
40,520
+90
+0.2% +$6.52K 1.08% 17
2023
Q4 		$2M Buy
40,430
+110
+0.3% +$5.1K 0.63% 26
2023
Q3 		$1.75M Buy
40,320
+7,600
+23% +$341K 0.64% 29
2023
Q2 		$1.38M Buy
32,720
+220
+0.7% +$7.3K 0.5% 33
2023
Q1 		$903K Sell
32,500
-1,100
-3% -$23.8K 0.35% 42
2022
Q4 		$491K Buy
33,600
+1,820
+6% +$26.7K 0.2% 72
2022
Q3 		$386K Buy
31,780
+1,360
+4% +$21.5K 0.19% 78
2022
Q2 		$461K Buy
30,420
+2,370
+8% +$44.7K 0.22% 70
2022
Q1 		$765K Buy
28,050
+8,340
+42% +$209K 0.35% 50
2021
Q4 		$580K Sell
19,710
-720
-4% -$19.8K 0.28% 62
2021
Q3 		$423K Buy
20,430
+2,510
+14% +$52.1K 0.27% 80
2021
Q2 		$358K Sell
17,920
-360
-2% -$5.77K 0.24% 85
2021
Q1 		$244K Buy
+18,280
New +$246K 0.19% 99

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

Wealth Dimensions Group's NVDA Position: Q1 2026 in Review

Wealth Dimensions Group increased its NVIDIA (NVDA) stake by 11% in Q1 2026, buying an estimated $890K and bringing the position to 49,878 shares worth $8.7M. The position accounts for 1.71% of the portfolio, ranked #15.

Wealth Dimensions Group first reported a position in NVDA in Q1 2021 and has held it in 21 quarters since. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Wealth Dimensions Group held 49,878 shares of NVIDIA worth $8.7M as of Q1 2026.
  • Wealth Dimensions Group bought 4,850 NVIDIA shares in Q1 2026, an estimated $890K.
  • NVIDIA made up 1.71% of Wealth Dimensions Group's portfolio in Q1 2026, its #15 holding.
  • Wealth Dimensions Group first reported a position in NVIDIA in Q1 2021 and has held it in 21 quarters since.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

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