Balboa Wealth Partners’s NVIDIA NVDA Stock Holding History

Balboa Wealth Partners’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
2026 Q1	$45.2M	Sell	258,903 -6,220	-2%	-$1.14M	7.57%	1
2025 Q4	$49.4M	Sell	265,123 -15,850	-6%	-$2.95M	8.18%	2
2025 Q3	$52.4M	Sell	280,973 -4,026	-1%	-$702K	9.04%	2
2025 Q2	$45M	Sell	284,999 -3,939	-1%	-$496K	9.03%	1
2025 Q1	$31.3M	Sell	288,938 -4,118	-1%	-$522K	7.56%	2
2024 Q4	$39.4M	Sell	293,056 -25,258	-8%	-$3.48M	8.98%	2
2024 Q3	$38.7M	Sell	318,314 -34,735	-10%	-$4.1M	9.63%	1
2024 Q2	$43.6M	Sell	353,049 -43,321	-11%	-$4.38M	11.52%	1
2024 Q1	$35.8M	Sell	396,370 -12,410	-3%	-$899K	10.55%	1
2023 Q4	$20.2M	Sell	408,780 -3,780	-0.9%	-$175K	6.73%	3
2023 Q3	$17.9M	Buy	412,560 +29,250	+8%	+$1.31M	6.73%	3
2023 Q2	$16.2M	Sell	383,310 -56,200	-13%	-$1.87M	5.66%	4
2023 Q1	$12.2M	Sell	439,510 -65,070	-13%	-$1.41M	4.61%	4
2022 Q4	$7.37M	Buy	504,580 +6,020	+1%	+$88.3K	3.32%	4
2022 Q3	$6.05M	Buy	+498,560	New	+$7.88M	2.66%	5

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return