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Legend Financial Advisors’s NVIDIA NVDA Stock Holding History

Legend Financial Advisors’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 		– Sell
-350
Closed -$55.3K – 120
2025
Q2 		$55.3K Buy
+350
New +$44K 0.04% 54
2025
Q1 		– Sell
-250
Closed -$33.6K – 175
2024
Q4 		$33.6K Buy
+250
New +$34.5K 0.02% 63
2020
Q3 		– Sell
-85,800
Closed -$815K – 33
2020
Q2 		$815K Buy
+85,800
New +$694K 0.51% 17

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

Legend Financial Advisors's NVDA Position: Q3 2025 in Review

Legend Financial Advisors sold out of NVIDIA (NVDA) in Q3 2025, closing a stake of 350 shares — an estimated $55.3K sold.

Legend Financial Advisors first reported a position in NVDA in Q2 2020 and held it in 3 quarters. The position peaked at $815K in Q2 2020. 5,364 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.

  • Legend Financial Advisors reported no remaining NVIDIA position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 350 NVIDIA shares in Q3 2025, an estimated $55.3K.
  • Legend Financial Advisors first reported a position in NVIDIA in Q2 2020 and held it in 3 quarters.
  • Legend Financial Advisors's NVIDIA position peaked at $815K in Q2 2020.
  • 5,364 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.