Lane & Associates’s NVIDIA NVDA Stock Holding History

Lane & 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 Q1	$1.4M	Sell	12,942 -213	-2%	-$27K	0.76%	34
2024 Q4	$1.58M	Buy	13,155 +275	+2%	+$37.9K	0.82%	32
2024 Q3	$1.56M	Sell	12,880 -394	-3%	-$46.5K	0.85%	32
2024 Q2	$1.64M	Buy	13,274 +4,724	+55%	+$478K	0.97%	28
2024 Q1	$772K	Buy	8,550 +3,050	+55%	+$221K	0.49%	47
2023 Q4	$273K	Sell	5,500 -190	-3%	-$8.8K	0.2%	89
2023 Q3	$248K	Buy	+5,690	New	+$255K	0.2%	91

Other funds holding NVDA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lane & Associates's NVDA Position: Q1 2025 in Review

Lane & Associates reduced its NVIDIA (NVDA) stake by 1.6% in Q1 2025, selling an estimated $27K and leaving 12,942 shares worth $1.4M. The position accounts for 0.76% of the portfolio, ranked #34.

Lane & Associates first reported a position in NVDA in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.64M in Q2 2024. 5,129 funds tracked by Wall St. Rank hold NVDA as of Q1 2025.

Lane & Associates held 12,942 shares of NVIDIA worth $1.4M as of Q1 2025.
Lane & Associates sold 213 NVIDIA shares in Q1 2025, an estimated $27K.
NVIDIA made up 0.76% of Lane & Associates's portfolio in Q1 2025, its #34 holding.
Lane & Associates first reported a position in NVIDIA in Q3 2023 and has held it in 7 quarters since.
Lane & Associates's NVIDIA position peaked at $1.64M in Q2 2024.
5,129 funds tracked by Wall St. Rank held NVIDIA as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.