FAIM
NVDA icon

Financial Advocates Investment Management’s NVIDIA NVDA Stock Holding History

Financial Advocates Investment 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
Q3 		$1.52M Sell
8,160
-235,258
-97% -$41M 0.86% 36
2025
Q2 		$38.5M Sell
243,418
-216,427
-47% -$27.2M 3.13% 3
2025
Q1 		$49.8M Sell
459,845
-19,355
-4% -$2.45M 3.49% 1
2024
Q4 		$64.4M Sell
479,200
-29,584
-6% -$4.08M 3.66% 2
2024
Q3 		$61.8M Buy
508,784
+20,009
+4% +$2.36M 3.49% 2
2024
Q2 		$60.4M Buy
488,775
+7,695
+2% +$778K 3.74% 2
2024
Q1 		$43.5M Sell
481,080
-32,460
-6% -$2.35M 2.52% 4
2023
Q4 		$25.4M Buy
513,540
+170
+0% +$7.88K 1.66% 5
2023
Q3 		$22.3M Sell
513,370
-7,350
-1% -$329K 1.61% 4
2023
Q2 		$22M Sell
520,720
-17,210
-3% -$571K 1.57% 5
2023
Q1 		$14.9M Sell
537,930
-4,860
-0.9% -$105K 1.07% 13
2022
Q4 		$7.93M Buy
542,790
+48,250
+10% +$708K 0.59% 27
2022
Q3 		$6M Sell
494,540
-32,210
-6% -$509K 0.49% 41
2022
Q2 		$7.99M Buy
526,750
+780
+0.1% +$14.7K 0.65% 24
2022
Q1 		$14.4M Sell
525,970
-32,930
-6% -$826K 0.95% 15
2021
Q4 		$16.4M Buy
558,900
+24,180
+5% +$665K 1.03% 10
2021
Q3 		$11.1M Buy
534,720
+52,440
+11% +$1.09M 0.75% 20
2021
Q2 		$9.65M Buy
482,280
+480
+0.1% +$7.69K 0.64% 27
2021
Q1 		$6.43M Sell
481,800
-89,000
-16% -$1.2M 0.46% 43
2020
Q4 		$7.45M Buy
570,800
+129,840
+29% +$1.74M 0.51% 39
2020
Q3 		$5.97M Buy
440,960
+42,400
+11% +$493K 0.51% 41
2020
Q2 		$3.79M Buy
398,560
+146,760
+58% +$1.19M 0.36% 65
2020
Q1 		$1.66M Buy
251,800
+49,360
+24% +$311K 0.24% 115
2019
Q4 		$1.19M Sell
202,440
-3,040
-1% -$15.8K 0.13% 189
2019
Q3 		$894K Sell
205,480
-6,400
-3% -$26.9K 0.1% 206
2019
Q2 		$870K Sell
211,880
-47,280
-18% -$196K 0.1% 203
2019
Q1 		$1.16M Buy
259,160
+17,400
+7% +$67.5K 0.14% 165
2018
Q4 		$807K Buy
241,760
+45,880
+23% +$219K 0.11% 194
2018
Q3 		$1.38M Buy
195,880
+27,160
+16% +$177K 0.15% 148
2018
Q2 		$1.02M Sell
168,720
-21,960
-12% -$133K 0.12% 173
2018
Q1 		$1.1M Buy
190,680
+14,320
+8% +$84.1K 0.14% 147
2017
Q4 		$853K Buy
+176,360
New +$876K 0.12% 182

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 $1.9T AUM 41.92% 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 $1.61T 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

Financial Advocates Investment Management's NVDA Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its NVIDIA (NVDA) stake by 97% in Q3 2025, selling an estimated $41M and leaving 8,160 shares worth $1.52M. The position accounts for 0.86% of the portfolio, ranked #36.

Financial Advocates Investment Management first reported a position in NVDA in Q4 2017 and has held it in 32 quarters since. The position peaked at $64.4M in Q4 2024. 5,367 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.

  • Financial Advocates Investment Management held 8,160 shares of NVIDIA worth $1.52M as of Q3 2025.
  • Financial Advocates Investment Management sold 235,258 NVIDIA shares in Q3 2025, an estimated $41M.
  • NVIDIA made up 0.86% of Financial Advocates Investment Management's portfolio in Q3 2025, its #36 holding.
  • Financial Advocates Investment Management first reported a position in NVIDIA in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's NVIDIA position peaked at $64.4M in Q4 2024.
  • 5,367 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.