WWM
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WT Wealth Management’s NVIDIA NVDA Stock Holding History

WT Wealth Management’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 		$10.7M Sell
61,494
-1,251
-2% -$230K 3.19% 4
2025
Q4 		$11.7M Sell
62,745
-644
-1% -$120K 3.36% 3
2025
Q3 		$11.8M Sell
63,389
-4,281
-6% -$746K 3.4% 4
2025
Q2 		$10.7M Sell
67,670
-175
-0.3% -$22K 3.17% 5
2025
Q1 		$7.35M Buy
67,845
+12,803
+23% +$1.62M 2.39% 11
2024
Q4 		$7.39M Buy
55,042
+4,582
+9% +$632K 2.32% 12
2024
Q3 		$6.96M Buy
50,460
+16,480
+48% +$1.95M 2.23% 13
2024
Q2 		$4.2M Buy
33,980
+29,880
+729% +$3.02M 1.43% 21
2024
Q1 		$371K Buy
+4,100
New +$297K 0.13% 88

Other funds holding NVDA

BlackRock
BlackRock New York $5.7T 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 $1.47T 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