Hofer & Associates
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Hofer & Associates’s NVIDIA NVDA Stock Holding History

Hofer & Associates’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
Q3 		$1.17M Sell
5,141
-24,104
-82% -$5.17M 0.82% 37
2026
Q2 		$5.85M Sell
29,245
-160
-0.5% -$32.9K 2.83% 13
2026
Q1 		$5.13M Sell
29,405
-82
-0.3% -$15K 2.76% 14
2025
Q4 		$5.5M Sell
29,487
-142
-0.5% -$26.4K 2.91% 11
2025
Q3 		$5.53M Buy
29,629
+974
+3% +$170K 3.17% 10
2025
Q2 		$4.53M Buy
28,655
+2,786
+11% +$351K 2.82% 13
2025
Q1 		$2.8M Sell
25,869
-89
-0.3% -$11.3K 1.9% 20
2024
Q4 		$3.49M Sell
25,958
-560
-2% -$77.2K 2.34% 16
2024
Q3 		$3.22M Buy
26,518
+180
+0.7% +$21.3K 2.22% 15
2024
Q2 		$3.25M Sell
26,338
-232
-0.9% -$23.5K 2.52% 15
2024
Q1 		$2.4M Buy
26,570
+600
+2% +$43.5K 2.02% 18
2023
Q4 		$1.29M Sell
25,970
-150
-0.6% -$6.95K 1.19% 22
2023
Q3 		$1.14M Sell
26,120
-2,340
-8% -$105K 1.17% 22
2023
Q2 		$1.2M Buy
28,460
+1,910
+7% +$63.4K 1.16% 22
2023
Q1 		$388K Hold
26,550
– – 0.39% 32
2022
Q4 		$388K Buy
+26,550
New +$389K 0.39% 32

Other funds holding NVDA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Hofer & Associates's NVDA Position: Q3 2026 in Review

Hofer & Associates reduced its NVIDIA (NVDA) stake by 82% in Q3 2026, selling an estimated $5.17M and leaving 5,141 shares worth $1.17M. The position accounts for 0.82% of the portfolio, ranked #37.

Hofer & Associates first reported a position in NVDA in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.85M in Q2 2026. 5,269 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Hofer & Associates held 5,141 shares of NVIDIA worth $1.17M as of Q3 2026.
  • Hofer & Associates sold 24,104 NVIDIA shares in Q3 2026, an estimated $5.17M.
  • NVIDIA made up 0.82% of Hofer & Associates's portfolio in Q3 2026, its #37 holding.
  • Hofer & Associates first reported a position in NVIDIA in Q4 2022 and has held it in 16 quarters since.
  • Hofer & Associates's NVIDIA position peaked at $5.85M in Q2 2026.
  • 5,269 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.