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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
Q2 		– Sell
-300
Closed -$32.5K – 723
2025
Q1 		$32.5K Buy
300
+100
+50% +$12.7K ﹤0.01% 711
2024
Q4 		$26.9K Buy
+200
New +$27.6K ﹤0.01% 739

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 $1.88T 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 $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. 5,369 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.
  • 5,369 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.