Simplicity Wealth,LLC 13F: Adds $8.4M to NVIDIA (NVDA) Stake
Key Points
- Simplicity Wealth, LLC raised its stake in NVIDIA Corporation NVDA by 13.3% to end the quarter with 313,837 shares worth about $71.7 million.
- The chipmaker recently traded around $211.00, sitting below its 50-day moving average but well above its 52-week low of $164.27.
- Wall Street analysts maintain a consensus strong buy rating on the stock with a mean target price of $328.95.
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Simplicity Wealth, LLC increased its holdings in NVIDIA Corporation NVDA by 13.3% during the quarter, purchasing an additional 36,928 shares. According to a Form 13F filing with the SEC on October 23, 2026, the firm wrapped up the period with 313,837 shares valued at approximately $71.7 million, up from its previous total of 276,909 shares.
NVDA
NVIDIA Corporation
What Changed in Simplicity Wealth, LLC's NVIDIA Corporation Position
The reported purchase marks a notable addition for the firm as it grew its tech sector exposure. The incremental block of shares brought the fund's total investment value past $71.6 million based on filing-date valuations.
Other Institutional Activity in NVIDIA Corporation
Other institutional investors adjusted their positions around the same time. Royal Fund Management trimmed its holdings by 23,697 shares, ending with 78,462 shares worth about $17.9 million. Brookstone Capital Management reduced its stake by 35,537 shares to finish with 945,774 shares valued at roughly $216.0 million. BSN Capital Partners cut its position by 50.9% or 697,044 shares, closing out the period with 672,819 shares worth about $148.9 million. True North Advisors lowered its holdings by 9.6% or 13,308 shares to finish with 124,782 shares valued at roughly $28.5 million. Perigon Wealth Management pared its stake by 4.8% or 82,894 shares to hold 1,639,250 shares worth about $374.4 million.
NVIDIA Corporation Stock Down 4.9%
NVIDIA Corporation shares recently traded around $211.00 as of October 24, 2026, roughly equal to the $210.96 close recorded on the filing date of October 23, 2026. The stock sits about 5.3% below its 50-day moving average of $222.77 and about 3.7% above its 200-day moving average of $203.56. Shares remain roughly 13.3% under their 52-week high of $243.37 while holding 28.4% above their 52-week low of $164.27. The company carries a market capitalization exceeding $5.12 trillion.
Recent Earnings
NVIDIA reported trailing twelve month revenue of $302.97 billion alongside earnings of $7.91 per share. The company posted a net profit margin of 63.7% and a return on equity of 117.2%. The next quarterly earnings report is scheduled for release on November 17, 2026.
Dividend
The company distributes an annual dividend rate of $1.00 per share, delivering a dividend yield of 0.47% with a payout ratio of 3.5%.
Insider Buying and Selling at NVIDIA Corporation
Company insiders completed several transactions prior to the filing. Director Mark A. Stevens sold 1,848,501 shares on September 2, 2026, valued at $410.8 million. Stevens later sold 1,022,239 shares for $235.6 million on September 4, 2026, and another 1,366,000 shares for $300.1 million on September 18, 2026. General Counsel Timothy S. Teter sold 30,460 shares valued at $6.8 million on September 21, 2026.
Analysts Set New Price Targets
Wall Street analysts updated their views on the semiconductor giant ahead of the filing. Rosenblatt maintained a buy rating with a $390.00 price target on September 4, 2026, and reiterated the stance on September 29, 2026. Piper Sandler initiated coverage with an overweight rating and a $300.00 price target on September 10, 2026. Cantor Fitzgerald reiterated an overweight rating with a $350.00 target on October 1, 2026, while Needham reiterated a buy rating with a $300.00 target on October 22, 2026. The stock holds a consensus strong buy rating across 58 analyst opinions.
About NVIDIA Corporation
NVIDIA Corporation builds accelerated computing platforms and data center infrastructure designed to power artificial intelligence workloads worldwide. Operating through Compute & Networking and Graphics segments, the company provides specialized hardware, software systems, and automotive solutions. Institutional interest remains high as the firm supplies essential chips for modern data centers.
Bottom Line
Investors are monitoring upcoming financial results slated for mid-November alongside broader semiconductor demand trends. Institutional filings continue to offer a window into how large managers allocate capital across mega-cap technology names.
Related Filing Alerts
Source: Simplicity Wealth,LLC's 13F filing on $NVDA (Oct 23, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts