Atria Wealth Solutions’s NVIDIA NVDA Stock Holding History

Atria Wealth Solutions’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 Q1	–	Sell	-4,000	Closed	-$537K	–	2015
2024 Q4	$537K	Buy	+4,000	New	+$551K	0.01%	1239
2024 Q3	–	Sell	-2,500	Closed	-$309K	–	2015
2024 Q2	$309K	Buy	+2,500	New	+$253K	﹤0.01%	1487
2023 Q2	–	Sell	-17,000	Closed	-$472K	–	1951
2023 Q1	$472K	Buy	+17,000	New	+$368K	0.01%	1174
2022 Q3	–	Sell	-1,783,260	Closed	-$27.2M	–	1827
2022 Q2	$27.2M	Buy	+1,783,260	New	+$33.7M	0.51%	34

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Wealth Solutions's NVDA Position: Q2 2025 in Review

Atria Wealth Solutions reduced its NVIDIA (NVDA) stake by 60% in Q2 2025, selling an estimated $104M and leaving 549,711 shares worth $87M. The position accounts for 1.97% of the portfolio, ranked #2.

Atria Wealth Solutions first reported a position in NVDA in Q1 2022 and has held it in 14 quarters since. The position peaked at $318M in Q2 2024. 5,291 funds tracked by Wall St. Rank hold NVDA as of Q2 2025.

Atria Wealth Solutions held 549,711 shares of NVIDIA worth $87M as of Q2 2025.
Atria Wealth Solutions sold 825,529 NVIDIA shares in Q2 2025, an estimated $104M.
NVIDIA made up 1.97% of Atria Wealth Solutions's portfolio in Q2 2025, its #2 holding.
Atria Wealth Solutions first reported a position in NVIDIA in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's NVIDIA position peaked at $318M in Q2 2024.
5,291 funds tracked by Wall St. Rank held NVIDIA as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.