Forefront Wealth Management’s NVIDIA NVDA Stock Holding History

Forefront Wealth 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 Q4	$614K	Sell	3,290 -1,157	-26%	-$215K	0.44%	40
2025 Q3	$830K	Sell	4,447 -105	-2%	-$18.3K	0.61%	39
2025 Q2	$719K	Sell	4,552 -454	-9%	-$57.1K	0.58%	38
2025 Q1	$543K	Buy	5,006 +1,065	+27%	+$135K	0.5%	35
2024 Q4	$529K	Buy	+3,941	New	+$543K	0.49%	34
2022 Q3	–	Sell	-62,650	Closed	-$956K	–	47
2022 Q2	$956K	Sell	62,650 -2,710	-4%	-$51.1K	1.29%	26
2022 Q1	$1.78M	Sell	65,360 -100,600	-61%	-$2.52M	1.76%	23
2021 Q4	$4.88M	Buy	+165,960	New	+$4.57M	4.66%	4

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

Forefront Wealth Management's NVDA Position: Q4 2025 in Review

Forefront Wealth Management reduced its NVIDIA (NVDA) stake by 26% in Q4 2025, selling an estimated $215K and leaving 3,290 shares worth $614K. The position accounts for 0.44% of the portfolio, ranked #40.

Forefront Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 8 quarters since. The position peaked at $4.88M in Q4 2021. 5,836 funds tracked by Wall St. Rank hold NVDA as of Q4 2025.

Forefront Wealth Management held 3,290 shares of NVIDIA worth $614K as of Q4 2025.
Forefront Wealth Management sold 1,157 NVIDIA shares in Q4 2025, an estimated $215K.
NVIDIA made up 0.44% of Forefront Wealth Management's portfolio in Q4 2025, its #40 holding.
Forefront Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 8 quarters since.
Forefront Wealth Management's NVIDIA position peaked at $4.88M in Q4 2021.
5,836 funds tracked by Wall St. Rank held NVIDIA as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.