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Yoder Wealth Management’s NVIDIA NVDA Stock Holding History

Yoder 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 		$2.1M Buy
12,017
+841
+8% +$154K 0.96% 35
2025
Q4 		$2.08M Buy
11,176
+680
+6% +$127K 0.95% 37
2025
Q3 		$1.96M Buy
10,496
+1,012
+11% +$176K 0.93% 35
2025
Q2 		$1.5M Buy
9,484
+1,496
+19% +$188K 0.78% 39
2025
Q1 		$866K Sell
7,988
-225
-3% -$28.5K 0.49% 47
2024
Q4 		$1.1M Buy
8,213
+791
+11% +$109K 0.61% 44
2024
Q3 		$901K Buy
7,422
+672
+10% +$79.4K 0.54% 45
2024
Q2 		$834K Buy
6,750
+40
+0.6% +$4.04K 0.54% 45
2024
Q1 		$606K Buy
6,710
+390
+6% +$28.3K 0.4% 49
2023
Q4 		$313K Buy
6,320
+240
+4% +$11.1K 0.22% 66
2023
Q3 		$264K Buy
6,080
+800
+15% +$35.8K 0.22% 62
2023
Q2 		$223K Buy
+5,280
New +$175K 0.18% 70

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

Yoder Wealth Management's NVDA Position: Q1 2026 in Review

Yoder Wealth Management increased its NVIDIA (NVDA) stake by 7.5% in Q1 2026, buying an estimated $154K and bringing the position to 12,017 shares worth $2.1M. The position accounts for 0.96% of the portfolio, ranked #35.

Yoder Wealth Management first reported a position in NVDA in Q2 2023 and has held it in 12 quarters since. 5,826 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Yoder Wealth Management held 12,017 shares of NVIDIA worth $2.1M as of Q1 2026.
  • Yoder Wealth Management bought 841 NVIDIA shares in Q1 2026, an estimated $154K.
  • NVIDIA made up 0.96% of Yoder Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Yoder Wealth Management first reported a position in NVIDIA in Q2 2023 and has held it in 12 quarters since.
  • 5,826 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.