IronOak Wealth’s NVIDIA NVDA Stock Holding History

IronOak Wealth’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	$4.73M	Buy	+29,944	New	+$3.77M	4.6%	2
2024 Q4	$3.43M	Buy	+25,526	New	+$3.52M	3.84%	4

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IronOak Wealth's NVDA Position: Q2 2025 in Review

IronOak Wealth opened a new position in NVIDIA (NVDA) in Q2 2025: 29,944 shares worth $4.73M. The stake represents 4.6% of the portfolio and ranks #2 among its holdings. This is a return to the name: IronOak Wealth previously reported a position in NVDA as recently as Q4 2024.

IronOak Wealth first reported a position in NVDA in Q4 2024 and has held it in 2 quarters since. 5,291 funds tracked by Wall St. Rank hold NVDA as of Q2 2025.

IronOak Wealth held 29,944 shares of NVIDIA worth $4.73M as of Q2 2025.
NVIDIA was a new IronOak Wealth position in Q2 2025.
NVIDIA made up 4.6% of IronOak Wealth's portfolio in Q2 2025, its #2 holding.
IronOak Wealth first reported a position in NVIDIA in Q4 2024 and has held it in 2 quarters since.
5,291 funds tracked by Wall St. Rank held NVIDIA as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.