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Moser Wealth Advisors’s NVIDIA NVDA Stock Holding History

Moser 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
Q2 		$12.2M Sell
77,236
-3,597
-4% -$453K 5.86% 3
2025
Q1 		$8.76M Sell
80,833
-6,548
-7% -$830K 4.59% 6
2024
Q4 		$11.7M Sell
87,381
-1,479
-2% -$204K 6.11% 5
2024
Q3 		$10.8M Buy
88,860
+4,070
+5% +$481K 5.6% 5
2024
Q2 		$10.5M Hold
84,790
– – 5.7% 5
2024
Q1 		$7.66M Sell
84,790
-1,250
-1% -$90.6K 4.27% 7
2023
Q4 		$4.26M Buy
86,040
+250
+0.3% +$11.6K 2.72% 10
2023
Q3 		$3.73M Buy
85,790
+150
+0.2% +$6.72K 2.62% 12
2023
Q2 		$3.62M Buy
+85,640
New +$2.84M 2.44% 12
2022
Q4 		$1.3M Buy
88,890
+2,750
+3% +$40.3K 0.98% 29
2022
Q3 		$1.05M Buy
86,140
+360
+0.4% +$5.69K 0.82% 30
2022
Q2 		$1.3M Hold
85,780
– – 0.97% 27
2022
Q1 		$2.34M Sell
85,780
-3,100
-3% -$77.7K 1.46% 16
2021
Q4 		$2.61M Sell
88,880
-1,000
-1% -$27.5K 1.58% 16
2021
Q3 		$1.86M Buy
89,880
+1,000
+1% +$20.8K 1.19% 22
2021
Q2 		$1.78M Sell
88,880
-1,400
-2% -$22.4K 1.14% 22
2021
Q1 		$1.21M Buy
90,280
+400
+0.4% +$5.38K 0.85% 29
2020
Q4 		$1.17M Sell
89,880
-2,200
-2% -$29.5K 0.86% 27
2020
Q3 		$1.25M Hold
92,080
– – 0.99% 25
2020
Q2 		$875K Hold
92,080
– – 0.83% 29
2020
Q1 		$607K Sell
92,080
-2,000
-2% -$12.6K 0.71% 35
2019
Q4 		$553K Buy
+94,080
New +$489K 0.53% 40

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moser Wealth Advisors's NVDA Position: Q2 2025 in Review

Moser Wealth Advisors reduced its NVIDIA (NVDA) stake by 4.4% in Q2 2025, selling an estimated $453K and leaving 77,236 shares worth $12.2M. The position accounts for 5.86% of the portfolio, ranked #3.

Moser Wealth Advisors first reported a position in NVDA in Q4 2019 and has held it in 22 quarters since. 5,279 funds tracked by Wall St. Rank hold NVDA as of Q2 2025.

  • Moser Wealth Advisors held 77,236 shares of NVIDIA worth $12.2M as of Q2 2025.
  • Moser Wealth Advisors sold 3,597 NVIDIA shares in Q2 2025, an estimated $453K.
  • NVIDIA made up 5.86% of Moser Wealth Advisors's portfolio in Q2 2025, its #3 holding.
  • Moser Wealth Advisors first reported a position in NVIDIA in Q4 2019 and has held it in 22 quarters since.
  • 5,279 funds tracked by Wall St. Rank held NVIDIA as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.