Lloyd Advisory Services’s NVIDIA NVDA Stock Holding History

Lloyd Advisory Services’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	$4.6M	Buy	26,391 +22,863	+648%	+$4.19M	1.32%	11
2025 Q4	$658K	Sell	3,528 -13,926	-80%	-$2.59M	0.26%	50
2025 Q3	$3.26M	Sell	17,454 -190	-1%	-$33.1K	1.53%	15
2025 Q2	$2.79M	Buy	17,644 +658	+4%	+$82.8K	1.35%	14
2025 Q1	$1.84M	Buy	16,986 +3,209	+23%	+$407K	0.92%	20
2024 Q4	$1.85M	Buy	13,777 +316	+2%	+$43.6K	0.88%	21
2024 Q3	$1.63M	Buy	13,461 +1,397	+12%	+$165K	0.79%	30
2024 Q2	$1.49M	Sell	12,064 -51,486	-81%	-$5.21M	0.7%	36
2024 Q1	$5.74M	Buy	63,550 +40,880	+180%	+$2.96M	1.23%	11
2023 Q4	$1.12M	Sell	22,670 -44,120	-66%	-$2.04M	0.53%	40
2023 Q3	$2.91M	Buy	+66,790	New	+$2.99M	0.96%	19
2022 Q4	$204K	Buy	+13,990	New	+$205K	0.14%	44
2022 Q2	–	Sell	-4,780	Closed	-$130K	–	410
2022 Q1	$130K	Buy	+4,780	New	+$120K	0.06%	134
2021 Q1	–	Sell	-200	Closed	-$3K	–	407
2020 Q4	$3K	Sell	200 -920	-82%	-$12.3K	﹤0.01%	300
2020 Q3	$15K	Buy	+1,120	New	+$13K	0.01%	166

Other funds holding NVDA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return