Triad Wealth Partners 13F: Adds $905K to NVIDIA (NVDA) Stake
Key Points
- Triad Wealth Partners now holds 173,563 shares of NVIDIA, valued at about $39.6 million after boosting its position by 3,964 shares.
- The fund's recent move represents a 2.3% increase in its NVIDIA holdings, making up 5.66% of its total portfolio.
- NVIDIA shares recently traded around $216, which is about equal to the closing price on the filing date and significantly below the average price target of $328.95.
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Triad Wealth Partners increased its stake in NVIDIA Corporation (NVDA) by 3,964 shares in a filing on October 26, 2026. The firm now holds a total of 173,563 shares, valued at approximately $39.6 million. This move reflects a 2.3% increase in their holdings.
NVDA
NVIDIA Corporation
Where NVIDIA Fits in Triad Wealth Partners' Portfolio
NVIDIA now makes up 5.66% of Triad Wealth Partners' reported portfolio, ranking 6th among its 547 positions.
Other Institutional Activity in NVIDIA
Several other funds also adjusted their NVIDIA positions. J. Safra Sarasin Holding trimmed its stake by 70,539 shares, leaving it with 1,715,029 shares valued at about $346.8 million. Marathon Asset Management added 15,670 shares, increasing its total to 296,231 shares worth approximately $67.7 million. Simon Quick Advisors grew its holdings by 25,068 shares, bringing its total to 60,706 shares valued at around $13.9 million.
NVIDIA Corporation Stock Up 2.4%
NVIDIA shares recently traded around $216, about equal to the closing price on October 26, 2026. The stock is currently below its 50-day moving average of $222.30 but above its 200-day average of $203.82. The shares are also 11.3% below their 52-week high of $243.37, while remaining 31.5% above the 52-week low of $164.27.
Recent Earnings
For the trailing twelve months, NVIDIA reported revenue of approximately $302.97 billion and an EPS of $7.91. The company's revenue growth year-over-year stood at 105.9%, with a net margin of 63.7%. NVIDIA is scheduled to report its next earnings on November 17, 2026.
Dividend
NVIDIA pays an annual dividend of $1.00 per share, which gives it a yield of 0.46%. The company's dividend payout ratio is 3.5%.
Analysts Set New Price Targets
On October 22, 2026, Needham reiterated a "Buy" rating on NVIDIA with a price target of $300.00. Earlier, Cantor Fitzgerald also maintained an "Overweight" rating with a target of $350.00. The consensus among analysts is a "strong buy" recommendation, with a mean price target of $328.95 based on 58 opinions.
About NVIDIA Corporation
NVIDIA Corporation is a technology company based in Santa Clara, California, specializing in AI infrastructure and semiconductor solutions. The company operates in several sectors, including data center computing and automotive platforms.
Bottom Line
Investors will be watching NVIDIA closely as it approaches its next earnings date on November 17, 2026. Triad Wealth Partners' recent increase in holdings may signal a strong belief in the company's future performance as it continues to innovate in the semiconductor industry.
Related Filing Alerts
Source: Triad Wealth Partners's 13F filing on $NVDA (Oct 26, 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