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Congress Wealth Management’s NVIDIA NVDA Stock Holding History

Congress 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
Q2 		$202M Buy
1,275,965
+157,345
+14% +$19.8M 1.95% 4
2025
Q1 		$122M Buy
1,118,620
+245,763
+28% +$31.1M 1.46% 5
2024
Q4 		$117M Sell
872,857
-9,707
-1% -$1.34M 1.61% 6
2024
Q3 		$107M Sell
882,564
-18,793
-2% -$2.22M 1.43% 7
2024
Q2 		$111M Buy
901,357
+66,267
+8% +$6.7M 1.77% 6
2024
Q1 		$75.5M Sell
835,090
-80,590
-9% -$5.84M 1.3% 12
2023
Q4 		$45.3M Buy
915,680
+41,930
+5% +$1.94M 0.83% 22
2023
Q3 		$38M Sell
873,750
-95,320
-10% -$4.27M 0.79% 24
2023
Q2 		$41M Sell
969,070
-19,270
-2% -$640K 0.95% 20
2023
Q1 		$27.5M Buy
988,340
+20,540
+2% +$445K 0.66% 29
2022
Q4 		$14.1M Buy
967,800
+47,870
+5% +$702K 0.36% 63
2022
Q3 		$11.2M Sell
919,930
-43,470
-5% -$687K 0.3% 90
2022
Q2 		$14.6M Buy
963,400
+418,880
+77% +$7.91M 0.37% 59
2022
Q1 		$14.9M Buy
544,520
+13,440
+3% +$337K 0.32% 73
2021
Q4 		$15.6M Buy
+531,080
New +$14.6M 0.31% 83

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

Congress Wealth Management's NVDA Position: Q2 2025 in Review

Congress Wealth Management increased its NVIDIA (NVDA) stake by 14% in Q2 2025, buying an estimated $19.8M and bringing the position to 1,275,965 shares worth $202M. The position accounts for 1.95% of the portfolio, ranked #4.

Congress Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 15 quarters since. 5,291 funds tracked by Wall St. Rank hold NVDA as of Q2 2025.

  • Congress Wealth Management held 1,275,965 shares of NVIDIA worth $202M as of Q2 2025.
  • Congress Wealth Management bought 157,345 NVIDIA shares in Q2 2025, an estimated $19.8M.
  • NVIDIA made up 1.95% of Congress Wealth Management's portfolio in Q2 2025, its #4 holding.
  • Congress Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 15 quarters since.
  • 5,291 funds tracked by Wall St. Rank held NVIDIA as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.