DJFS
NVDA icon

Dean Jacobson Financial Services’s NVIDIA NVDA Stock Holding History

Dean Jacobson Financial Services’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
-1,394
Closed -$220K – 19
2025
Q2 		$220K Buy
+1,394
New +$175K 0.17% 12

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Dean Jacobson Financial Services's NVDA Position: Q3 2025 in Review

Dean Jacobson Financial Services sold out of NVIDIA (NVDA) in Q3 2025, closing a stake of 1,394 shares — an estimated $220K sold.

Dean Jacobson Financial Services first reported a position in NVDA in Q2 2025 and held it in 1 quarter. The position peaked at $220K in Q2 2025. 5,365 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.

  • Dean Jacobson Financial Services reported no remaining NVIDIA position as of Q3 2025 after selling out during the quarter.
  • Dean Jacobson Financial Services sold 1,394 NVIDIA shares in Q3 2025, an estimated $220K.
  • Dean Jacobson Financial Services first reported a position in NVIDIA in Q2 2025 and held it in 1 quarter.
  • Dean Jacobson Financial Services's NVIDIA position peaked at $220K in Q2 2025.
  • 5,365 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.

Based on Dean Jacobson Financial Services's 13F filing for Q3 2025, filed 9 Dec 2025.