EP Wealth Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $458M | Buy |
2,627,656
+221,990
| +9% | +$40.7M | 2.25% | 8 |
|
|
2025
Q4 | $449M | Buy |
+2,405,666
| New | +$448M | 2.33% | 8 |
|
|
2025
Q2 | $294M | Buy |
1,860,996
+407,774
| +28% | +$51.3M | 1.93% | 9 |
|
|
2025
Q1 | $158M | Buy |
1,453,222
+25,243
| +2% | +$3.2M | 1.26% | 18 |
|
|
2024
Q4 | $192M | Sell |
1,427,979
-45,826
| -3% | -$6.32M | 1.56% | 16 |
|
|
2024
Q3 | $179M | Buy |
1,473,805
+107,458
| +8% | +$12.7M | 1.54% | 12 |
|
|
2024
Q2 | $169M | Buy |
1,366,347
+578,837
| +74% | +$58.5M | 1.79% | 9 |
|
|
2024
Q1 | $71.2M | Sell |
787,510
-3,850
| -0.5% | -$279K | 0.83% | 30 |
|
|
2023
Q4 | $39.2M | Buy |
791,360
+23,790
| +3% | +$1.1M | 0.5% | 55 |
|
|
2023
Q3 | $33.4M | Buy |
767,570
+722,050
| +1,586% | +$32.4M | 0.52% | 54 |
|
|
2023
Q2 | $32.5M | Sell |
45,520
-12,320
| -21% | -$409K | 0.47% | 54 |
|
|
2023
Q1 | $348K | Sell |
57,840
-484,600
| -89% | -$10.5M | 0.01% | 462 |
|
|
2022
Q4 | $7.93M | Buy |
542,440
+87,660
| +19% | +$1.29M | 0.14% | 100 |
|
|
2022
Q3 | $5.52M | Buy |
454,780
+180,440
| +66% | +$2.85M | 0.13% | 108 |
|
|
2022
Q2 | $4.16M | Buy |
274,340
+32,940
| +14% | +$622K | 0.09% | 126 |
|
|
2022
Q1 | $6.59M | Buy |
241,400
+30,360
| +14% | +$761K | 0.14% | 94 |
|
|
2021
Q4 | $6.21M | Buy |
211,040
+42,100
| +25% | +$1.16M | 0.15% | 88 |
|
|
2021
Q3 | $3.5M | Buy |
168,940
+17,980
| +12% | +$373K | 0.1% | 119 |
|
|
2021
Q2 | $3.02M | Buy |
150,960
+22,920
| +18% | +$367K | 0.08% | 144 |
|
|
2021
Q1 | $1.71M | Sell |
128,040
-2,200
| -2% | -$29.6K | 0.05% | 181 |
|
|
2020
Q4 | $1.7M | Buy |
130,240
+9,800
| +8% | +$131K | 0.06% | 140 |
|
|
2020
Q3 | $1.63M | Sell |
120,440
-3,200
| -3% | -$37.2K | 0.07% | 125 |
|
|
2020
Q2 | $1.17M | Buy |
123,640
+5,280
| +4% | +$42.7K | 0.05% | 161 |
|
|
2020
Q1 | $780K | Buy |
118,360
+26,280
| +29% | +$166K | 0.04% | 204 |
|
|
2019
Q4 | $542K | Buy |
92,080
+44,520
| +94% | +$232K | 0.02% | 270 |
|
|
2019
Q3 | $207K | Buy |
+47,560
| New | +$200K | 0.01% | 339 |
|
|
2018
Q4 | – | Sell |
-49,360
| Closed | -$347K | – | 286 |
|
|
2018
Q3 | $347K | Buy |
+49,360
| New | +$321K | 0.03% | 203 |
|
Other funds holding NVDA
VCM
VPM
