Goldstone Financial Group’s NVIDIA NVDA Stock Holding History

Goldstone Financial Group’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
2026 Q1	$7.93M	Buy	45,458 +8	+0%	+$1.47K	0.86%	36
2025 Q4	$8.48M	Buy	45,450 +356	+0.8%	+$66.3K	0.94%	33
2025 Q3	$8.41M	Buy	45,094 +13,048	+41%	+$2.27M	1%	32
2025 Q2	$5.11M	Buy	32,046 +2,321	+8%	+$292K	0.67%	41
2025 Q1	$3.22M	Buy	29,725 +4,511	+18%	+$572K	0.49%	47
2024 Q4	$3.39M	Buy	25,214 +1,046	+4%	+$144K	0.53%	45
2024 Q3	$2.93M	Buy	24,168 +3,698	+18%	+$437K	0.51%	44
2024 Q2	$2.53M	Buy	20,470 +2,960	+17%	+$299K	0.51%	45
2024 Q1	$1.58M	Sell	17,510 -1,070	-6%	-$77.6K	0.36%	51
2023 Q4	$920K	Sell	18,580 -11,660	-39%	-$540K	0.24%	74
2023 Q3	$1.32M	Buy	30,240 +1,120	+4%	+$50.2K	0.39%	51
2023 Q2	$1.23M	Buy	29,120 +3,850	+15%	+$128K	0.36%	54
2023 Q1	$702K	Buy	+25,270	New	+$547K	0.23%	72

Other funds holding NVDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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