WCG Wealth Advisors LLC Has $59.24 Million Stock Holdings in NVIDIA Corporation $NVDA

Key Points

• WCG Wealth Advisors raised its stake in NVIDIA to 317,487 shares (up 12.2%), valued at about $59.24 million, making NVDA roughly 3.7% of the firm's portfolio and its largest holding.
• NVIDIA has several bullish catalysts — including a $2 billion strategic investment in Nebius, the launch of Nemotron 3, and a quarter with revenue up about 73.2% year‑over‑year — supporting strong demand for its GPUs and software monetization prospects.
• Key risks remain: significant insider selling (1.27M shares sold last quarter), possible U.S. export/permit restrictions on advanced AI chips, and growing competition that could cap near‑term upside for NVDA.

WCG Wealth Advisors LLC lifted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 12.2% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 317,487 shares of the computer hardware maker's stock after acquiring an additional 34,638 shares during the period. NVIDIA accounts for about 3.7% of WCG Wealth Advisors LLC's portfolio, making the stock its largest position. WCG Wealth Advisors LLC's holdings in NVIDIA were worth $59,237,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also bought and sold shares of the stock. Center for Financial Planning Inc. boosted its holdings in NVIDIA by 4.6% during the 2nd quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker's stock worth $1,332,000 after acquiring an additional 367 shares during the last quarter. Atria Investments Inc raised its holdings in shares of NVIDIA by 3.2% in the second quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker's stock valued at $148,859,000 after purchasing an additional 29,479 shares during the last quarter. Svenska Handelsbanken AB publ purchased a new stake in shares of NVIDIA in the third quarter valued at about $37,316,000. Oak Ridge Investments LLC lifted its position in shares of NVIDIA by 2.2% during the third quarter. Oak Ridge Investments LLC now owns 970,860 shares of the computer hardware maker's stock valued at $181,143,000 after purchasing an additional 20,559 shares in the last quarter. Finally, Whalen Wealth Management Inc. lifted its position in shares of NVIDIA by 20.3% during the third quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker's stock valued at $6,808,000 after purchasing an additional 6,162 shares in the last quarter. 65.27% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

• Positive Sentiment: NVIDIA struck a high‑profile strategic deal, committing $2 billion to Nebius to scale hyperscale AI cloud capacity — a move that secures future demand for NVIDIA GPUs and signals long‑term revenue/market share benefits. NVIDIA Bets $2 Billion on Nebius
• Positive Sentiment: NVIDIA released Nemotron 3 (an advanced open AI model) and continues to push agentic‑AI positioning — extending software/IP monetization beyond chips and supporting higher attach rates for its data‑center stack. NVIDIA Launches Nemotron 3
• Positive Sentiment: Reports show ByteDance is assembling AI capacity using NVIDIA’s top chips outside China, which reinforces global enterprise demand for NVIDIA hardware. ByteDance Access to Nvidia AI Chips
• Neutral Sentiment: Investors are focused on next week’s GTC where NVIDIA is expected to emphasize new CPU and system announcements (the company says CPUs are becoming a bottleneck for agentic AI) — the event can swing sentiment either way depending on product details and guidance. Nvidia's GTC will mark an AI chip pivot
• Neutral Sentiment: Macro and geopolitical risks (oil price moves, regional conflicts) are elevating market volatility and capping near‑term upside for high‑beta AI names like NVDA. Dow Jones Futures Fall; Crude Oil Prices Top $90
• Neutral Sentiment: Competing chip/cloud moves — e.g., Cerebras partnering with Amazon to offer alternative AI accelerators — underline growing competition in AI compute, a factor to monitor for margin/market‑share dynamics. Cerebras and Amazon deal
• Negative Sentiment: A sizable insider sale (EVP Ajay Puri sold 300,000 shares) has been flagged by the market and can feed short‑term profit‑taking narratives. Ajay K. Puri insider sale filing
• Negative Sentiment: U.S. policymakers are considering tighter export/permit controls on advanced AI chips — any formal restriction would directly affect NVIDIA’s addressable market and create regulatory uncertainty. US mulling export permits for Nvidia chips

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the stock. Mizuho set a $275.00 price objective on shares of NVIDIA and gave the stock an "outperform" rating in a research report on Friday, January 9th. Sanford C. Bernstein boosted their target price on NVIDIA from $275.00 to $300.00 and gave the stock an "outperform" rating in a research note on Thursday, February 26th. Stifel Nicolaus set a $250.00 target price on NVIDIA in a report on Thursday, January 8th. Fundamental Research set a $218.00 price target on NVIDIA in a research report on Thursday, February 26th. Finally, DA Davidson reiterated a "buy" rating and set a $250.00 price target on shares of NVIDIA in a report on Monday, February 23rd. Four analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have issued a Hold rating to the company's stock. According to data from MarketBeat, the company currently has an average rating of "Buy" and an average price target of $274.21.

Insider Transactions at NVIDIA

In other NVIDIA news, Director Harvey C. Jones sold 250,000 shares of the stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $177.33, for a total transaction of $44,332,500.00. Following the completion of the transaction, the director owned 6,933,280 shares in the company, valued at $1,229,478,542.40. This trade represents a 3.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Mark A. Stevens sold 222,500 shares of NVIDIA stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $180.17, for a total transaction of $40,087,825.00. Following the completion of the transaction, the director owned 7,621,453 shares of the company's stock, valued at $1,373,157,187.01. The trade was a 2.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 1,267,780 shares of company stock worth $229,929,215. Insiders own 4.17% of the company's stock.

NVIDIA Trading Down 1.6%

NASDAQ:NVDA opened at $180.25 on Friday. NVIDIA Corporation has a 12 month low of $86.62 and a 12 month high of $212.19. The company has a current ratio of 3.91, a quick ratio of 3.24 and a debt-to-equity ratio of 0.05. The firm's 50 day moving average is $185.35 and its 200 day moving average is $184.07. The stock has a market capitalization of $4.38 trillion, a PE ratio of 36.79, a price-to-earnings-growth ratio of 0.62 and a beta of 2.33.

NVIDIA (NASDAQ:NVDA - Get Free Report) last announced its quarterly earnings data on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share for the quarter, beating the consensus estimate of $1.54 by $0.08. The business had revenue of $68.13 billion during the quarter, compared to analyst estimates of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.NVIDIA's revenue was up 73.2% compared to the same quarter last year. During the same period in the prior year, the company earned $0.89 earnings per share. Sell-side analysts expect that NVIDIA Corporation will post 2.77 earnings per share for the current year.

NVIDIA Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Wednesday, March 11th will be issued a $0.01 dividend. The ex-dividend date of this dividend is Wednesday, March 11th. This represents a $0.04 annualized dividend and a yield of 0.0%. NVIDIA's dividend payout ratio (DPR) is 0.82%.

About NVIDIA

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company's product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.

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