LRWA
NVDA icon

Long Run Wealth Advisors’s NVIDIA NVDA Stock Holding History

Long Run Wealth 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
Q4 		$9.99M Buy
53,549
+2,432
+5% +$453K 1.88% 14
2025
Q3 		$9.54M Sell
51,117
-12,812
-20% -$2.23M 1.87% 14
2025
Q2 		$10.1M Sell
63,929
-8,020
-11% -$1.01M 2.12% 14
2025
Q1 		$7.8M Buy
71,949
+1,752
+2% +$222K 1.77% 15
2024
Q4 		$9.43M Sell
70,197
-5,488
-7% -$756K 2.26% 12
2024
Q3 		$9.19M Sell
75,685
-6,409
-8% -$757K 2.16% 13
2024
Q2 		$10.1M Sell
82,094
-30,066
-27% -$3.04M 2.57% 9
2024
Q1 		$10.1M Buy
112,160
+730
+0.7% +$52.9K 2.67% 11
2023
Q4 		$5.52M Sell
111,430
-650
-0.6% -$30.1K 1.59% 17
2023
Q3 		$4.88M Buy
112,080
+20
+0% +$896 1.58% 16
2023
Q2 		$4.74M Sell
112,060
-24,730
-18% -$821K 1.51% 19
2023
Q1 		$3.8M Sell
136,790
-69,770
-34% -$1.51M 1.29% 22
2022
Q4 		$3.02M Buy
206,560
+9,620
+5% +$141K 1.09% 30
2022
Q3 		$2.39M Buy
196,940
+42,930
+28% +$679K 0.95% 31
2022
Q2 		$2.33M Buy
154,010
+4,000
+3% +$75.5K 0.9% 32
2022
Q1 		$4.09M Sell
150,010
-17,730
-11% -$445K 1.43% 21
2021
Q4 		$4.93M Buy
+167,740
New +$4.62M 1.71% 16

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
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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Long Run Wealth Advisors's NVDA Position: Q4 2025 in Review

Long Run Wealth Advisors increased its NVIDIA (NVDA) stake by 4.8% in Q4 2025, buying an estimated $453K and bringing the position to 53,549 shares worth $9.99M. The position accounts for 1.88% of the portfolio, ranked #14.

Long Run Wealth Advisors first reported a position in NVDA in Q4 2021 and has held it in 17 quarters since. The position peaked at $10.1M in Q2 2024. 5,836 funds tracked by Wall St. Rank hold NVDA as of Q4 2025.

  • Long Run Wealth Advisors held 53,549 shares of NVIDIA worth $9.99M as of Q4 2025.
  • Long Run Wealth Advisors bought 2,432 NVIDIA shares in Q4 2025, an estimated $453K.
  • NVIDIA made up 1.88% of Long Run Wealth Advisors's portfolio in Q4 2025, its #14 holding.
  • Long Run Wealth Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 17 quarters since.
  • Long Run Wealth Advisors's NVIDIA position peaked at $10.1M in Q2 2024.
  • 5,836 funds tracked by Wall St. Rank held NVIDIA as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.