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JFG Wealth Management’s NVIDIA NVDA Stock Holding History

JFG Wealth Management’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
Q3 		$8.71M Buy
46,665
+3,058
+7% +$533K 1.71% 7
2025
Q2 		$6.89M Sell
43,607
-4,650
-10% -$585K 1.44% 8
2025
Q1 		$5.23M Buy
48,257
+32,307
+203% +$4.09M 1.19% 10
2024
Q4 		$2.14M Buy
15,950
+4,910
+44% +$677K 0.49% 19
2024
Q3 		$1.34M Buy
11,040
+3,767
+52% +$445K 0.37% 23
2024
Q2 		$898K Buy
7,273
+313
+4% +$31.6K 0.26% 19
2024
Q1 		$629K Sell
6,960
-6,230
-47% -$452K 0.17% 28
2023
Q4 		$653K Buy
+13,190
New +$611K 0.19% 34

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

JFG Wealth Management's NVDA Position: Q3 2025 in Review

JFG Wealth Management increased its NVIDIA (NVDA) stake by 7% in Q3 2025, buying an estimated $533K and bringing the position to 46,665 shares worth $8.71M. The position accounts for 1.71% of the portfolio, ranked #7.

JFG Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 8 quarters since. 5,363 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.

  • JFG Wealth Management held 46,665 shares of NVIDIA worth $8.71M as of Q3 2025.
  • JFG Wealth Management bought 3,058 NVIDIA shares in Q3 2025, an estimated $533K.
  • NVIDIA made up 1.71% of JFG Wealth Management's portfolio in Q3 2025, its #7 holding.
  • JFG Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 8 quarters since.
  • 5,363 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.