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Concord Wealth Partners → NVDA

Concord Wealth Partners NVDA Position History

NVIDIA Corporation

Quarters held
5
Latest value
$41M
Q3 2026
Peak value
$41M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$33.8M
Q4 2025$37.5M
Q1 2026$34.8M
Q2 2026$40.1M
Q3 2026$41M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$41M179.3K——
Q2 2026$40.1M200.2K——
Q1 2026$34.8M199.6K——
Q4 2025$37.5M201.2K——
Q3 2025$33.8M181.1K——

Other funds holding NVDA

Other Concord Wealth Partners positions

STT-PG

SPDR INDEX SHS FDS

$39.3M
STT-PG

SPDR INDEX SHS FDS

$39M
STT-PG

SSGA ACTIVE TR

$35.3M
STT-PG

SPDR INDEX SHS FDS

$34.8M
STT-PG

SPDR SERIES TRUST

$34.7M
STT-PG

SSGA ACTIVE TR

$34.7M
STT-PG

SPDR SERIES TRUST

$34.2M
VGES

VANGUARD SCOTTSDALE FDS

$34.1M