Concorde Financial’s NVIDIA NVDA Stock Holding History

Concorde Financial’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	–	Sell	-150	Closed	-$23.7K	–	46
2025 Q2	$23.7K	Buy	+150	New	+$18.9K	0.01%	40

Other funds holding NVDA

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Concorde Financial's NVDA Position: Q3 2025 in Review

Concorde Financial sold out of NVIDIA (NVDA) in Q3 2025, closing a stake of 150 shares — an estimated $23.7K sold.

Concorde Financial first reported a position in NVDA in Q2 2025 and held it in 1 quarter. The position peaked at $23.7K in Q2 2025. 5,365 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.

Concorde Financial reported no remaining NVIDIA position as of Q3 2025 after selling out during the quarter.
Concorde Financial sold 150 NVIDIA shares in Q3 2025, an estimated $23.7K.
Concorde Financial first reported a position in NVIDIA in Q2 2025 and held it in 1 quarter.
Concorde Financial's NVIDIA position peaked at $23.7K in Q2 2025.
5,365 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.

Based on Concorde Financial's 13F filing for Q3 2025, filed 14 Nov 2025.