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David Wealth Management’s NVIDIA NVDA Stock Holding History

David 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 		$2.79M Buy
17,685
+1,289
+8% +$162K 2.08% 9
2025
Q1 		$1.78M Hold
16,396
– – 1.49% 10
2024
Q4 		$2.2M Buy
+16,396
New +$2.26M 1.82% 10

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

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

David Wealth Management increased its NVIDIA (NVDA) stake by 7.9% in Q2 2025, buying an estimated $162K and bringing the position to 17,685 shares worth $2.79M. The position accounts for 2.08% of the portfolio, ranked #9.

David Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 3 quarters since. 5,291 funds tracked by Wall St. Rank hold NVDA as of Q2 2025.

  • David Wealth Management held 17,685 shares of NVIDIA worth $2.79M as of Q2 2025.
  • David Wealth Management bought 1,289 NVIDIA shares in Q2 2025, an estimated $162K.
  • NVIDIA made up 2.08% of David Wealth Management's portfolio in Q2 2025, its #9 holding.
  • David Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 3 quarters since.
  • 5,291 funds tracked by Wall St. Rank held NVIDIA as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.