Edge Financial Advisors’s NVIDIA NVDA Stock Holding History

Edge Financial Advisors’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 Q4	$2.14M	Sell	5,733 -914	-14%	-$170K	0.9%	20
2025 Q3	$2.48M	Buy	6,647 +2,645	+66%	+$461K	1.11%	19
2025 Q2	$617K	Sell	4,002 -708	-15%	-$89.1K	0.33%	57
2025 Q1	$510K	Buy	4,710 +162	+4%	+$20.5K	0.32%	53
2024 Q4	$611K	Buy	4,548 +224	+5%	+$30.9K	0.55%	50
2024 Q3	$525K	Buy	4,324 +30	+0.7%	+$3.54K	0.47%	55
2024 Q2	$530K	Sell	4,294 -11,716	-73%	-$1.18M	0.55%	49
2024 Q1	$1.45M	Buy	+16,010	New	+$1.16M	1.27%	17

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

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

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

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Edge Financial Advisors's NVDA Position: Q4 2025 in Review

Edge Financial Advisors reduced its NVIDIA (NVDA) stake by 14% in Q4 2025, selling an estimated $170K and leaving 5,733 shares worth $2.14M. The position accounts for 0.9% of the portfolio, ranked #20.

Edge Financial Advisors first reported a position in NVDA in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.48M in Q3 2025. 5,836 funds tracked by Wall St. Rank hold NVDA as of Q4 2025.

Edge Financial Advisors held 5,733 shares of NVIDIA worth $2.14M as of Q4 2025.
Edge Financial Advisors sold 914 NVIDIA shares in Q4 2025, an estimated $170K.
NVIDIA made up 0.9% of Edge Financial Advisors's portfolio in Q4 2025, its #20 holding.
Edge Financial Advisors first reported a position in NVIDIA in Q1 2024 and has held it in 8 quarters since.
Edge Financial Advisors's NVIDIA position peaked at $2.48M in Q3 2025.
5,836 funds tracked by Wall St. Rank held NVIDIA as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.