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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
Q2 		– Sell
-5,200
Closed -$564K – 1760
2025
Q1 		$564K Sell
5,200
-1,000
-16% -$127K 0.01% 1148
2024
Q4 		$833K Sell
6,200
-3,000
-33% -$414K 0.01% 1004
2024
Q3 		$1.12M Buy
9,200
+200
+2% +$23.6K 0.01% 870
2024
Q2 		$1.11M Buy
9,000
+5,000
+125% +$506K 0.01% 852
2024
Q1 		$361K Sell
4,000
-24,000
-86% -$1.74M ﹤0.01% 1428
2023
Q4 		$1.39M Buy
+28,000
New +$1.3M 0.02% 741

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
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.