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1858 Wealth Management’s NVIDIA NVDA Stock Holding History

1858 Wealth Management’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$7.32M Buy
39,245
+246
+0.6% +$42.9K 5.14% 2
2025
Q2 		$6.16M Buy
38,999
+182
+0.5% +$22.9K 4.54% 2
2025
Q1 		$4.21M Buy
38,817
+2,667
+7% +$338K 3.56% 4
2024
Q4 		$4.85M Sell
36,150
-143
-0.4% -$19.7K 3.85% 3
2024
Q3 		$4.41M Sell
36,293
-2,058
-5% -$243K 3.63% 3
2024
Q2 		$4.74M Sell
38,351
-7,459
-16% -$754K 3.93% 3
2024
Q1 		$2.27M Hold
45,810
– – 2.15% 11
2023
Q4 		$2.27M Buy
+45,810
New +$2.12M 2.15% 11

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

1858 Wealth Management's NVDA Position: Q3 2025 in Review

1858 Wealth Management increased its NVIDIA (NVDA) stake by 0.63% in Q3 2025, buying an estimated $42.9K and bringing the position to 39,245 shares worth $7.32M. The position accounts for 5.14% of the portfolio, ranked #2.

1858 Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 8 quarters since. 5,365 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.

  • 1858 Wealth Management held 39,245 shares of NVIDIA worth $7.32M as of Q3 2025.
  • 1858 Wealth Management bought 246 NVIDIA shares in Q3 2025, an estimated $42.9K.
  • NVIDIA made up 5.14% of 1858 Wealth Management's portfolio in Q3 2025, its #2 holding.
  • 1858 Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 8 quarters since.
  • 5,365 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.