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Grunden Financial Advisory’s NVIDIA NVDA Stock Holding History

Grunden Financial Advisory’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 		$200K Sell
1,075
-341
-24% -$63.5K 0.08% 35
2025
Q3 		$264K Hold
1,416
– – 0.11% 28
2025
Q2 		$224K Buy
+1,416
New +$178K 0.1% 30

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Grunden Financial Advisory's NVDA Position: Q4 2025 in Review

Grunden Financial Advisory reduced its NVIDIA (NVDA) stake by 24% in Q4 2025, selling an estimated $63.5K and leaving 1,075 shares worth $200K. The position accounts for 0.08% of the portfolio, ranked #35.

Grunden Financial Advisory first reported a position in NVDA in Q2 2025 and has held it in 3 quarters since. The position peaked at $264K in Q3 2025. 5,856 funds tracked by Wall St. Rank hold NVDA as of Q4 2025.

  • Grunden Financial Advisory held 1,075 shares of NVIDIA worth $200K as of Q4 2025.
  • Grunden Financial Advisory sold 341 NVIDIA shares in Q4 2025, an estimated $63.5K.
  • NVIDIA made up 0.08% of Grunden Financial Advisory's portfolio in Q4 2025, its #35 holding.
  • Grunden Financial Advisory first reported a position in NVIDIA in Q2 2025 and has held it in 3 quarters since.
  • Grunden Financial Advisory's NVIDIA position peaked at $264K in Q3 2025.
  • 5,856 funds tracked by Wall St. Rank held NVIDIA as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.