WealthBridge Investment Counsel Inc. NVDA NVIDIA

Ownership history in WealthBridge Investment Counsel Inc.  ·  5 quarters on record

AI Ownership Summary

WealthBridge Investment Counsel Inc. reported NVIDIA (NVDA) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.66% in 2026 Q2. The latest visible filing shows NVDA at 0.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NVDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WealthBridge Investment Counsel Inc.'s position in NVIDIA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NVDA was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WealthBridge Investment Counsel Inc. held NVDA — position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 12,275 +2,025 +19.8% 0.66% $2K 2026-07-15 $212.50
2026 Q1 ADDED 10,250 +1,425 +16.1% 0.55% $2K 2026-04-08 $181.87
2025 Q4 ADDED 8,825 +175 +2.0% 0.49% $1.6M 2026-01-22 $184.61
2025 Q3 UNCHANGED 8,650 0% 0.50% $1.6M 2025-10-06 $185.30
2025 Q2 INITIATED 8,650 0.44% $1.4M 2025-07-11 $164.70

FAQ About WealthBridge Investment Counsel Inc. and NVDA

These are the practical questions this page is built to answer before you even open the full history table.

How long has WealthBridge Investment Counsel Inc. reported owning NVDA?

WealthBridge Investment Counsel Inc. reported NVDA across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported NVDA position in WealthBridge Investment Counsel Inc.'s portfolio?

The largest reported portfolio weight for NVDA was 0.66% in 2026 Q2.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2026 Q2, when WealthBridge Investment Counsel Inc. reported 12,275 shares, equal to 0.66% of portfolio, with an estimated market value of $2K.

What does the chart on this NVDA ownership page compare?

The chart compares WealthBridge Investment Counsel Inc.'s quarterly NVDA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WealthBridge Investment Counsel Inc. time their NVDA position?

Based on 13F filing dates vs. subsequent NVDA price moves, WealthBridge Investment Counsel Inc. correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on NVDA relative to SPY over the holding period was +5.4%.

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