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Wealth Forward LLC’s NVIDIA NVDA Stock Holding History

Wealth Forward LLC’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 		$504K Buy
2,892
+11
+0.4% +$2.02K 0.28% 25
2025
Q4 		$537K Buy
2,881
+860
+43% +$160K 0.3% 24
2025
Q3 		$377K Buy
2,021
+626
+45% +$109K 0.22% 27
2025
Q2 		$220K Buy
+1,395
New +$176K 0.15% 33

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 Forward LLC's NVDA Position: Q1 2026 in Review

Wealth Forward LLC increased its NVIDIA (NVDA) stake by 0.38% in Q1 2026, buying an estimated $2.02K and bringing the position to 2,892 shares worth $504K. The position accounts for 0.28% of the portfolio, ranked #25.

Wealth Forward LLC first reported a position in NVDA in Q2 2025 and has held it in 4 quarters since. The position peaked at $537K in Q4 2025. 5,828 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Wealth Forward LLC held 2,892 shares of NVIDIA worth $504K as of Q1 2026.
  • Wealth Forward LLC bought 11 NVIDIA shares in Q1 2026, an estimated $2.02K.
  • NVIDIA made up 0.28% of Wealth Forward LLC's portfolio in Q1 2026, its #25 holding.
  • Wealth Forward LLC first reported a position in NVIDIA in Q2 2025 and has held it in 4 quarters since.
  • Wealth Forward LLC's NVIDIA position peaked at $537K in Q4 2025.
  • 5,828 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Wealth Forward LLC's 13F filing for Q1 2026, filed 4 May 2026.