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Brass Tax Wealth Management’s NVIDIA NVDA Stock Holding History

Brass Tax 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 		$1.96M Buy
10,493
+739
+8% +$129K 0.33% 40
2025
Q2 		$1.54M Sell
9,754
-1,502
-13% -$189K 0.3% 43
2025
Q1 		$1.22M Buy
11,256
+1,948
+21% +$247K 0.26% 52
2024
Q4 		$1.25M Buy
9,308
+1,870
+25% +$258K 0.26% 45
2024
Q3 		$903K Buy
7,438
+5,578
+300% +$659K 0.19% 57
2024
Q2 		$230K Buy
+1,860
New +$188K 0.1% 126

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

Brass Tax Wealth Management's NVDA Position: Q3 2025 in Review

Brass Tax Wealth Management increased its NVIDIA (NVDA) stake by 7.6% in Q3 2025, buying an estimated $129K and bringing the position to 10,493 shares worth $1.96M. The position accounts for 0.33% of the portfolio, ranked #40.

Brass Tax Wealth Management first reported a position in NVDA in Q2 2024 and has held it in 6 quarters since. 5,365 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.

  • Brass Tax Wealth Management held 10,493 shares of NVIDIA worth $1.96M as of Q3 2025.
  • Brass Tax Wealth Management bought 739 NVIDIA shares in Q3 2025, an estimated $129K.
  • NVIDIA made up 0.33% of Brass Tax Wealth Management's portfolio in Q3 2025, its #40 holding.
  • Brass Tax Wealth Management first reported a position in NVIDIA in Q2 2024 and has held it in 6 quarters since.
  • 5,365 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.

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