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Wealthspan Partners’s NVIDIA NVDA Stock Holding History

Wealthspan 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
Q1 		$1.69M Buy
9,693
+40
+0.4% +$7.34K 0.6% 37
2025
Q4 		$1.8M Buy
9,653
+127
+1% +$23.6K 0.65% 36
2025
Q3 		$1.78M Sell
9,526
-44
-0.5% -$7.67K 0.68% 33
2025
Q2 		$1.51M Buy
9,570
+307
+3% +$38.6K 0.63% 35
2025
Q1 		$1M Buy
9,263
+1,346
+17% +$171K 0.46% 40
2024
Q4 		$1.06M Sell
7,917
-294
-4% -$40.5K 0.51% 36
2024
Q3 		$997K Buy
8,211
+183
+2% +$21.6K 0.49% 38
2024
Q2 		$992K Buy
8,028
+568
+8% +$57.4K 0.55% 34
2024
Q1 		$674K Buy
7,460
+340
+5% +$24.6K 0.4% 46
2023
Q4 		$353K Sell
7,120
-960
-12% -$44.5K 0.25% 60
2023
Q3 		$351K Buy
8,080
+210
+3% +$9.41K 0.28% 58
2023
Q2 		$333K Buy
+7,870
New +$261K 0.26% 59
2022
Q3 		– Sell
-18,820
Closed -$285K – 66
2022
Q2 		$285K Buy
18,820
+7,420
+65% +$140K 0.29% 55
2022
Q1 		$311K Sell
11,400
-850
-7% -$21.3K 0.28% 58
2021
Q4 		$360K Buy
+12,250
New +$337K 0.32% 51

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

Wealthspan Partners's NVDA Position: Q1 2026 in Review

Wealthspan Partners increased its NVIDIA (NVDA) stake by 0.41% in Q1 2026, buying an estimated $7.34K and bringing the position to 9,693 shares worth $1.69M. The position accounts for 0.6% of the portfolio, ranked #37.

Wealthspan Partners first reported a position in NVDA in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.8M in Q4 2025. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Wealthspan Partners held 9,693 shares of NVIDIA worth $1.69M as of Q1 2026.
  • Wealthspan Partners bought 40 NVIDIA shares in Q1 2026, an estimated $7.34K.
  • NVIDIA made up 0.6% of Wealthspan Partners's portfolio in Q1 2026, its #37 holding.
  • Wealthspan Partners first reported a position in NVIDIA in Q4 2021 and has held it in 15 quarters since.
  • Wealthspan Partners's NVIDIA position peaked at $1.8M in Q4 2025.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.