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Apexium Financial’s NVIDIA NVDA Stock Holding History

Apexium Financial’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 		$32M Sell
171,423
-373
-0.2% -$65K 1.56% 11
2025
Q2 		$27.1M Buy
171,796
+401
+0.2% +$50.5K 1.44% 12
2025
Q1 		$18.6M Sell
171,395
-4,840
-3% -$613K 1.11% 14
2024
Q4 		$23.7M Sell
176,235
-1,173
-0.7% -$162K 1.44% 12
2024
Q3 		$21.5M Sell
177,408
-72
-0% -$8.51K 1.42% 12
2024
Q2 		$21.9M Sell
177,480
-25,060
-12% -$2.53M 1.57% 11
2024
Q1 		$18.3M Sell
202,540
-8,760
-4% -$635K 1.39% 12
2023
Q4 		$10.5M Buy
211,300
+6,830
+3% +$317K 0.75% 20
2023
Q3 		$8.89M Buy
204,470
+590
+0.3% +$26.4K 0.89% 18
2023
Q2 		$8.62M Sell
203,880
-38,690
-16% -$1.28M 0.76% 20
2023
Q1 		$6.74M Sell
242,570
-1,050
-0.4% -$22.7K 0.66% 22
2022
Q4 		$3.56M Sell
243,620
-410
-0.2% -$6.01K 0.37% 36
2022
Q3 		$2.96M Buy
244,030
+227,130
+1,344% +$3.59M 0.37% 39
2022
Q2 		$256K Buy
16,900
+9,780
+137% +$185K 0.15% 81
2022
Q1 		$206K Hold
7,120
– – 0.11% 96
2021
Q4 		$209K Buy
+7,120
New +$196K 0.11% 93

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

Apexium Financial's NVDA Position: Q3 2025 in Review

Apexium Financial reduced its NVIDIA (NVDA) stake by 0.22% in Q3 2025, selling an estimated $65K and leaving 171,423 shares worth $32M. The position accounts for 1.56% of the portfolio, ranked #11.

Apexium Financial first reported a position in NVDA in Q4 2021 and has held it in 16 quarters since. 5,363 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.

  • Apexium Financial held 171,423 shares of NVIDIA worth $32M as of Q3 2025.
  • Apexium Financial sold 373 NVIDIA shares in Q3 2025, an estimated $65K.
  • NVIDIA made up 1.56% of Apexium Financial's portfolio in Q3 2025, its #11 holding.
  • Apexium Financial first reported a position in NVIDIA in Q4 2021 and has held it in 16 quarters since.
  • 5,363 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.