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Nvest Wealth Strategies, Inc. → NVDA

Nvest Wealth Strategies, Inc. NVDA Position History

NVIDIA Corporation

Quarters held
8
Latest value
$914K
Q3 2026
Peak value
$1.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.3M
Q4 2025$933K
Q1 2026$1.2M
Q1 2026$698K
Q2 2026$1.3M
Q2 2026$800K
Q3 2026$1.5M
Q3 2026$914K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$914K4.0K——
Q3 2026$1.5M6.5K——
Q2 2026$800K4.0K——
Q2 2026$1.3M6.5K——
Q1 2026$698K4.0K——
Q1 2026$1.2M6.9K——
Q4 2025$933K5.0K——
Q4 2025$1.3M6.9K——

Other funds holding NVDA

Other Nvest Wealth Strategies, Inc. positions

HTD

JOHN HANCOCK EXCHANGE TRADED

$31.7M
HTD

JOHN HANCOCK EXCHANGE TRADED

$28.3M
HTD

JOHN HANCOCK EXCHANGE TRADED

$28M
HTD

JOHN HANCOCK EXCHANGE TRADED

$25M
SCHW-PJ

SCHWAB STRATEGIC TR

$21M
SCHW-PJ

SCHWAB STRATEGIC TR

$19.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$19.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$17.7M