NVIDIA Corporation $NVDA Shares Bought by Impact Partnership Wealth LLC

Posted by Defense World Staff on Feb 22nd, 2026

Impact Partnership Wealth LLC raised its holdings in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 11.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 32,600 shares of the computer hardware maker’s stock after purchasing an additional 3,443 shares during the period. NVIDIA accounts for approximately 0.9% of Impact Partnership Wealth LLC’s portfolio, making the stock its 19th largest holding. Impact Partnership Wealth LLC’s holdings in NVIDIA were worth $6,082,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the business. Schiavi & Co LLC raised its position in shares of NVIDIA by 6.6% during the 3rd quarter. Schiavi & Co LLC now owns 1,609 shares of the computer hardware maker’s stock worth $300,000 after purchasing an additional 100 shares during the last quarter. Valley Wealth Managers Inc. raised its holdings in shares of NVIDIA by 11.8% in the third quarter. Valley Wealth Managers Inc. now owns 32,509 shares of the computer hardware maker’s stock worth $6,066,000 after acquiring an additional 3,429 shares during the last quarter. Tandem Investment Advisors Inc. purchased a new stake in shares of NVIDIA in the third quarter valued at $276,000. Summit Global Investments boosted its stake in shares of NVIDIA by 1.4% during the third quarter. Summit Global Investments now owns 32,234 shares of the computer hardware maker’s stock valued at $6,014,000 after acquiring an additional 436 shares during the last quarter. Finally, MTM Investment Management LLC increased its position in NVIDIA by 1.4% during the 3rd quarter. MTM Investment Management LLC now owns 9,305 shares of the computer hardware maker’s stock worth $1,736,000 after purchasing an additional 125 shares in the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting NVIDIA

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: Meta partnership expands into a full-stack deal (Blackwell GPUs, Rubin chips and Vera CPUs) and commits multi‑year purchases that underpin long-term data‑center revenue for NVIDIA. NVIDIA and Meta Deepen Their AI Alliance—and the Spending Numbers Are Enormous
Positive Sentiment: Reports that NVIDIA is close to finalizing ~ $30B investment in OpenAI reinforce strategic alignment with the largest AI software player and could secure future demand for chips and services. Nvidia close to finalizing $30 billion investment in OpenAI funding round, FT reports
Positive Sentiment: Multiple institutional buyers (e.g., Atreides, Woodline, D1 Capital) increased NVDA stakes recently and analysts at several firms reiterated Buy ratings — a sign of continued institutional conviction ahead of earnings. Altimeter Capital’s Brad Gerstner Boosts Nvidia Stake
Neutral Sentiment: Q4 earnings are the immediate catalyst — consensus expects very large revenue (est. ~$65B) and another beat could re-accelerate the stock; but much of that is already priced in. NVIDIA to Post Q4 Earnings: Buy, Hold, or Take Profits?
Neutral Sentiment: NVIDIA’s Q4 options market is pricing in near‑perfect results — that elevates implied volatility and makes downside moves more likely if execution or guidance falls short. Nvidia options are priced for a perfect earnings outlook
Negative Sentiment: Analysts and commentators flag the risk of a post‑earnings pullback (examples projecting a $165–$170 downside scenario) if beats only match lofty expectations or guidance disappoints. NVDA Seeks to Break Rangebound Stock Moves After Earnings
Negative Sentiment: New ASIC competitors and well‑funded startups (e.g., Taalas) are raising capital to challenge NVIDIA on cost/performance — a medium‑term competitive risk to monitor. Chip startup Taalas raises $169 million to help build AI chips to take on Nvidia

NVIDIA Trading Up 1.0%

Shares of NVDA opened at $189.82 on Friday. The company has a current ratio of 4.47, a quick ratio of 3.71 and a debt-to-equity ratio of 0.06. The firm has a market capitalization of $4.61 trillion, a P/E ratio of 47.10, a price-to-earnings-growth ratio of 0.57 and a beta of 2.31. The stock’s fifty day simple moving average is $185.19 and its 200 day simple moving average is $183.62. NVIDIA Corporation has a twelve month low of $86.62 and a twelve month high of $212.19.

NVIDIA (NASDAQ:NVDA – Get Free Report) last posted its quarterly earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.23 by $0.07. The firm had revenue of $57.01 billion during the quarter, compared to the consensus estimate of $54.66 billion. NVIDIA had a return on equity of 99.24% and a net margin of 53.01%.The firm’s quarterly revenue was up 62.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.81 earnings per share. On average, equities research analysts forecast that NVIDIA Corporation will post 2.77 earnings per share for the current year.

Insiders Place Their Bets

In other NVIDIA news, Director Mark A. Stevens sold 350,000 shares of NVIDIA stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $181.73, for a total transaction of $63,605,500.00. Following the transaction, the director directly owned 7,049,803 shares of the company’s stock, valued at $1,281,160,699.19. The trade was a 4.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CFO Colette Kress sold 30,500 shares of the business’s stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $178.11, for a total transaction of $5,432,355.00. Following the sale, the chief financial officer owned 1,286,826 shares of the company’s stock, valued at approximately $229,196,578.86. This represents a 2.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 1,611,474 shares of company stock worth $291,731,692. 4.17% of the stock is owned by insiders.

Wall Street Analyst Weigh In

NVDA has been the topic of a number of recent research reports. New Street Research restated a “buy” rating and issued a $307.00 target price on shares of NVIDIA in a report on Thursday, October 30th. Morgan Stanley upped their price objective on shares of NVIDIA from $235.00 to $250.00 and gave the company an “overweight” rating in a research note on Monday, December 1st. Needham & Company LLC reaffirmed a “buy” rating and issued a $240.00 target price on shares of NVIDIA in a research note on Wednesday. Robert W. Baird reissued an “outperform” rating and set a $275.00 price target on shares of NVIDIA in a research note on Friday, December 26th. Finally, Rothschild & Co Redburn raised their price objective on NVIDIA from $245.00 to $268.00 and gave the stock a “buy” rating in a report on Thursday, January 15th. Four analysts have rated the stock with a Strong Buy rating, forty-six have issued a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $264.20.

Read Our Latest Report on NVDA

NVIDIA Company Profile

(Free Report)

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.