J. Stern & Co’s NVIDIA NVDA Stock Holding History

J. Stern & Co’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	$108M	Sell	619,354 -125,140,953	-100%	-$23B	10.47%	1
2025 Q4	$126B	Buy	125,760,307 +124,849,603	+13,709%	+$23.2B	10.72%	1
2025 Q3	$170M	Sell	910,704 -55,852	-6%	-$9.74M	12.86%	1
2025 Q2	$135M	Buy	966,556 +29,101	+3%	+$3.66M	11.54%	1
2025 Q1	$102M	Buy	937,455 +78,702	+9%	+$9.97M	9.74%	1
2024 Q4	$115M	Sell	858,753 -82,031	-9%	-$11.3M	10.86%	1
2024 Q3	$114M	Buy	940,784 +207,494	+28%	+$24.5M	12.18%	1
2024 Q2	$90.6M	Sell	733,290 -360,450	-33%	-$36.4M	10.79%	1
2024 Q1	$99.1M	Sell	1,093,740 -23,660	-2%	-$1.71M	12.54%	1
2023 Q4	$68.8M	Buy	+1,117,400	New	+$51.8M	12.52%	1

Other funds holding NVDA

BlackRock New York $5.7T 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 $1.47T 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