Litman Gregory Wealth Management’s NVIDIA NVDA Stock Holding History

Litman Gregory 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 Q4	$2.43M	Buy	13,005 +10,505	+420%	+$1.96M	0.18%	58
2025 Q3	$466K	Sell	2,500 -60	-2%	-$10.5K	0.03%	101
2025 Q2	$404K	Sell	2,560 -1,925	-43%	-$242K	0.03%	104
2025 Q1	$486K	Buy	4,485 +1,150	+34%	+$146K	0.04%	90
2024 Q4	$448K	Buy	3,335 +650	+24%	+$89.6K	0.04%	89
2024 Q3	$326K	Buy	+2,685	New	+$317K	0.03%	111
2023 Q2	–	Sell	-7,540	Closed	-$209K	–	104
2023 Q1	$209K	Buy	+7,540	New	+$163K	0.08%	39
2021 Q2	–	Sell	-4,000	Closed	-$53K	–	148
2021 Q1	$53K	Hold	4,000	–	–	0.01%	98
2020 Q4	$52K	Buy	+4,000	New	+$53.6K	0.01%	96
2018 Q2	–	Sell	-30,000	Closed	-$174K	–	146
2018 Q1	$174K	Buy	+30,000	New	+$176K	0.07%	36

Other funds holding NVDA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Litman Gregory Wealth Management's NVDA Position: Q4 2025 in Review

Litman Gregory Wealth Management increased its NVIDIA (NVDA) stake by 420% in Q4 2025, buying an estimated $1.96M and bringing the position to 13,005 shares worth $2.43M. The position accounts for 0.18% of the portfolio, ranked #58.

Litman Gregory Wealth Management first reported a position in NVDA in Q1 2018 and has held it in 10 quarters since. 5,860 funds tracked by Wall St. Rank hold NVDA as of Q4 2025.

Litman Gregory Wealth Management held 13,005 shares of NVIDIA worth $2.43M as of Q4 2025.
Litman Gregory Wealth Management bought 10,505 NVIDIA shares in Q4 2025, an estimated $1.96M.
NVIDIA made up 0.18% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #58 holding.
Litman Gregory Wealth Management first reported a position in NVIDIA in Q1 2018 and has held it in 10 quarters since.
5,860 funds tracked by Wall St. Rank held NVIDIA as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.