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Lokken Investment Group’s NVIDIA NVDA Stock Holding History

Lokken Investment Group’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 		$2.16M Buy
11,603
+774
+7% +$135K 0.74% 33
2025
Q2 		$1.71M Buy
10,829
+793
+8% +$99.8K 0.66% 40
2025
Q1 		$1.09M Buy
10,036
+870
+9% +$110K 0.46% 59
2024
Q4 		$1.23M Buy
9,166
+129
+1% +$17.8K 0.53% 49
2024
Q3 		$1.1M Buy
9,037
+107
+1% +$12.6K 0.46% 60
2024
Q2 		$1.1M Buy
8,930
+1,830
+26% +$185K 0.52% 48
2024
Q1 		$642K Sell
7,100
-750
-10% -$54.4K 0.32% 74
2023
Q4 		$389K Sell
7,850
-250
-3% -$11.6K 0.22% 89
2023
Q3 		$352K Buy
8,100
+110
+1% +$4.93K 0.23% 88
2023
Q2 		$338K Buy
7,990
+440
+6% +$14.6K 0.22% 97
2023
Q1 		$210K Buy
+7,550
New +$163K 0.16% 112

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

Lokken Investment Group's NVDA Position: Q3 2025 in Review

Lokken Investment Group increased its NVIDIA (NVDA) stake by 7.1% in Q3 2025, buying an estimated $135K and bringing the position to 11,603 shares worth $2.16M. The position accounts for 0.74% of the portfolio, ranked #33.

Lokken Investment Group first reported a position in NVDA in Q1 2023 and has held it in 11 quarters since. 5,363 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.

  • Lokken Investment Group held 11,603 shares of NVIDIA worth $2.16M as of Q3 2025.
  • Lokken Investment Group bought 774 NVIDIA shares in Q3 2025, an estimated $135K.
  • NVIDIA made up 0.74% of Lokken Investment Group's portfolio in Q3 2025, its #33 holding.
  • Lokken Investment Group first reported a position in NVIDIA in Q1 2023 and has held it in 11 quarters since.
  • 5,363 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.