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Copperwynd Financial’s NVIDIA NVDA Stock Holding History

Copperwynd 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
Q2 		$3.38M Sell
21,406
-24,389
-53% -$3.07M 0.84% 25
2025
Q1 		$4.96M Buy
45,795
+1,537
+3% +$195K 1.37% 13
2024
Q4 		$5.94M Sell
44,258
-77
-0.2% -$10.6K 1.64% 14
2024
Q3 		$5.38M Buy
44,335
+5,300
+14% +$626K 1.62% 13
2024
Q2 		$4.57M Sell
39,035
-20,345
-34% -$2.06M 1.49% 14
2024
Q1 		$5.37M Buy
59,380
+3,330
+6% +$241K 1.93% 12
2023
Q4 		$2.78M Sell
56,050
-2,410
-4% -$112K 1.1% 14
2023
Q3 		$2.54M Sell
58,460
-48,640
-45% -$2.18M 1.19% 14
2023
Q2 		$4.53M Buy
107,100
+94,270
+735% +$3.13M 2.11% 9
2023
Q1 		$356K Buy
+12,830
New +$278K 0.18% 112
2022
Q3 		– Sell
-151,940
Closed -$2.3M – 125
2022
Q2 		$2.3M Buy
151,940
+42,560
+39% +$803K 1.35% 16
2022
Q1 		$2.98M Sell
109,380
-105,950
-49% -$2.66M 1.24% 18
2021
Q4 		$6.33M Buy
215,330
+204,430
+1,876% +$5.63M 2.4% 9
2021
Q3 		$226K Sell
10,900
-1,700
-13% -$35.3K 0.09% 112
2021
Q2 		$252K Buy
+12,600
New +$202K 0.11% 113
2021
Q1 		– Sell
-77,080
Closed -$1.01M – 122
2020
Q4 		$1.01M Sell
77,080
-10,360
-12% -$139K 0.49% 34
2020
Q3 		$1.18M Sell
87,440
-2,920
-3% -$34K 0.63% 26
2020
Q2 		$858K Sell
90,360
-21,640
-19% -$175K 0.49% 30
2020
Q1 		$738K Sell
112,000
-13,960
-11% -$88.1K 0.35% 18
2019
Q4 		$741K Buy
125,960
+5,640
+5% +$29.3K 0.39% 42
2019
Q3 		$627K Buy
120,320
+13,520
+13% +$56.9K 0.36% 47
2019
Q2 		$438K Buy
106,800
+4,920
+5% +$20.4K 0.25% 72
2019
Q1 		$457K Buy
101,880
+4,520
+5% +$17.5K 0.27% 61
2018
Q4 		$325K Sell
97,360
-276,200
-74% -$1.32M 0.2% 67
2018
Q3 		$2.62M Sell
373,560
-977,080
-72% -$6.35M 1.59% 19
2018
Q2 		$8M Buy
1,350,640
+55,720
+4% +$339K 5.62% 5
2018
Q1 		$7.5M Buy
1,294,920
+22,680
+2% +$133K 5.14% 4
2017
Q4 		$6.15M Buy
+1,272,240
New +$6.32M 4.49% 5

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Copperwynd Financial's NVDA Position: Q2 2025 in Review

Copperwynd Financial reduced its NVIDIA (NVDA) stake by 53% in Q2 2025, selling an estimated $3.07M and leaving 21,406 shares worth $3.38M. The position accounts for 0.84% of the portfolio, ranked #25.

Copperwynd Financial first reported a position in NVDA in Q4 2017 and has held it in 28 quarters since. The position peaked at $8M in Q2 2018. 5,280 funds tracked by Wall St. Rank hold NVDA as of Q2 2025.

  • Copperwynd Financial held 21,406 shares of NVIDIA worth $3.38M as of Q2 2025.
  • Copperwynd Financial sold 24,389 NVIDIA shares in Q2 2025, an estimated $3.07M.
  • NVIDIA made up 0.84% of Copperwynd Financial's portfolio in Q2 2025, its #25 holding.
  • Copperwynd Financial first reported a position in NVIDIA in Q4 2017 and has held it in 28 quarters since.
  • Copperwynd Financial's NVIDIA position peaked at $8M in Q2 2018.
  • 5,280 funds tracked by Wall St. Rank held NVIDIA as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.