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Kathleen S. Wright Associates’s NVIDIA NVDA Stock Holding History

Kathleen S. Wright 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
2025
Q3 		$99.4K Sell
533
-30
-5% -$5.23K 0.04% 129
2025
Q2 		$88.9K Buy
563
+159
+39% +$20K 0.03% 129
2025
Q1 		$43.8K Buy
404
+254
+169% +$32.2K 0.02% 151
2024
Q4 		$20.1K Hold
150
– – 0.01% 192
2024
Q3 		$18.2K Hold
150
– – 0.01% 213
2024
Q2 		$18.5K Hold
150
– – 0.01% 173
2024
Q1 		$13.6K Buy
+150
New +$10.9K 0.01% 174

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

Kathleen S. Wright Associates's NVDA Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its NVIDIA (NVDA) stake by 5.3% in Q3 2025, selling an estimated $5.23K and leaving 533 shares worth $99.4K. The position accounts for 0.04% of the portfolio, ranked #129.

Kathleen S. Wright Associates first reported a position in NVDA in Q1 2024 and has held it in 7 quarters since. 5,363 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.

  • Kathleen S. Wright Associates held 533 shares of NVIDIA worth $99.4K as of Q3 2025.
  • Kathleen S. Wright Associates sold 30 NVIDIA shares in Q3 2025, an estimated $5.23K.
  • NVIDIA made up 0.04% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #129 holding.
  • Kathleen S. Wright Associates first reported a position in NVIDIA in Q1 2024 and has held it in 7 quarters since.
  • 5,363 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.