Morningstar Investment Services’s NVIDIA NVDA Stock Holding History

Morningstar Investment 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
2025 Q1	$313K	Sell	2,888 -378	-12%	-$47.9K	0.06%	129
2024 Q4	$439K	Sell	3,266 -107,413	-97%	-$14.8M	0.04%	131
2024 Q3	$13.4M	Buy	110,679 +22,352	+25%	+$2.64M	0.14%	117
2024 Q2	$11M	Buy	88,327 +22,197	+34%	+$2.24M	0.12%	122
2024 Q1	$5.97M	Sell	66,130 -26,050	-28%	-$1.89M	0.07%	134
2023 Q4	$4.57M	Buy	92,180 +57,440	+165%	+$2.66M	0.03%	158
2023 Q3	$1.5M	Buy	34,740 +11,380	+49%	+$510K	0.02%	162
2023 Q2	$955K	Buy	23,360 +11,340	+94%	+$377K	0.01%	171
2023 Q1	$328K	Buy	+12,020	New	+$260K	﹤0.01%	203

Other funds holding NVDA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morningstar Investment Services's NVDA Position: Q1 2025 in Review

Morningstar Investment Services reduced its NVIDIA (NVDA) stake by 12% in Q1 2025, selling an estimated $47.9K and leaving 2,888 shares worth $313K. The position accounts for 0.06% of the portfolio, ranked #129.

Morningstar Investment Services first reported a position in NVDA in Q1 2023 and has held it in 9 quarters since. The position peaked at $13.4M in Q3 2024. 5,129 funds tracked by Wall St. Rank hold NVDA as of Q1 2025.

Morningstar Investment Services held 2,888 shares of NVIDIA worth $313K as of Q1 2025.
Morningstar Investment Services sold 378 NVIDIA shares in Q1 2025, an estimated $47.9K.
NVIDIA made up 0.06% of Morningstar Investment Services's portfolio in Q1 2025, its #129 holding.
Morningstar Investment Services first reported a position in NVIDIA in Q1 2023 and has held it in 9 quarters since.
Morningstar Investment Services's NVIDIA position peaked at $13.4M in Q3 2024.
5,129 funds tracked by Wall St. Rank held NVIDIA as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.