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LGT Financial Advisors’s NVIDIA NVDA Stock Holding History

LGT 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
2026
Q1 		$132K Hold
758
– – 0.68% 21
2025
Q4 		$141K Sell
758
-940
-55% -$175K 0.87% 20
2025
Q3 		$317K Sell
1,698
-60
-3% -$10.5K 0.68% 35
2025
Q2 		$278K Buy
1,758
+678
+63% +$85.3K 0.7% 31
2025
Q1 		$117K Hold
1,080
– – 0.36% 61
2024
Q4 		$145K Sell
1,080
-1,470
-58% -$203K 0.32% 62
2024
Q3 		$310K Sell
2,550
-360
-12% -$42.5K 0.76% 28
2024
Q2 		$360K Buy
2,910
+440
+18% +$44.5K 0.76% 29
2024
Q1 		$223K Buy
2,470
+2,300
+1,353% +$167K 0.26% 85
2023
Q4 		$8.43K Sell
170
-1,000
-85% -$46.3K 0.01% 520
2023
Q3 		$50.9K Buy
+1,170
New +$52.4K 0.06% 215

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return