Callan Family Office’s NVIDIA NVDA Stock Holding History

Callan Family Office’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	$170M	Sell	976,264 -6,301	-0.6%	-$1.16M	3.86%	1
2025 Q4	$183M	Buy	982,565 +233,126	+31%	+$43.4M	3.94%	1
2025 Q3	$140M	Sell	749,439 -36,267	-5%	-$6.32M	4.46%	2
2025 Q2	$124M	Buy	785,706 +525,286	+202%	+$66.1M	3.92%	2
2025 Q1	$28.2M	Sell	260,420 -143,041	-35%	-$18.1M	2.12%	7
2024 Q4	$54.2M	Buy	403,461 +358,365	+795%	+$49.4M	3.45%	4
2024 Q3	$5.48M	Buy	45,096 +26,386	+141%	+$3.12M	0.92%	23
2024 Q2	$2.31M	Buy	18,710 +14,920	+394%	+$1.51M	0.44%	37
2024 Q1	$342K	Sell	3,790 -1,220	-24%	-$88.4K	0.08%	72
2023 Q4	$248K	Buy	+5,010	New	+$232K	0.06%	87
2023 Q3	–	Sell	-28,180	Closed	-$1.19M	–	106
2023 Q2	$1.19M	Sell	28,180 -24,010	-46%	-$797K	0.31%	39
2023 Q1	$1.45M	Buy	52,190 +370	+0.7%	+$8.01K	0.35%	40
2022 Q4	$757K	Buy	+51,820	New	+$760K	0.24%	43

Other funds holding NVDA

BlackRock New York $5.7T 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 $1.47T 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