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Napa Wealth Management’s NVIDIA NVDA Stock Holding History

Napa Wealth Management’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 		$4.42M Buy
23,685
+70
+0.3% +$12.2K 2.07% 14
2025
Q2 		$3.73M Buy
23,615
+6
+0% +$755 1.78% 15
2025
Q1 		$2.56M Buy
23,609
+119
+0.5% +$15.1K 1.44% 20
2024
Q4 		$3.15M Buy
23,490
+1,656
+8% +$228K 1.36% 9
2024
Q3 		$2.65M Buy
21,834
+3,731
+21% +$441K 1.25% 12
2024
Q2 		$2.24M Buy
18,103
+3,303
+22% +$334K 1.51% 18
2024
Q1 		$1.34M Buy
14,800
+1,380
+10% +$100K 0.7% 13
2023
Q4 		$665K Buy
+13,420
New +$622K 0.36% 58

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

Napa Wealth Management's NVDA Position: Q3 2025 in Review

Napa Wealth Management increased its NVIDIA (NVDA) stake by 0.3% in Q3 2025, buying an estimated $12.2K and bringing the position to 23,685 shares worth $4.42M. The position accounts for 2.07% of the portfolio, ranked #14.

Napa Wealth Management first reported a position in NVDA in Q4 2023 and has held it in 8 quarters since. 5,365 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.

  • Napa Wealth Management held 23,685 shares of NVIDIA worth $4.42M as of Q3 2025.
  • Napa Wealth Management bought 70 NVIDIA shares in Q3 2025, an estimated $12.2K.
  • NVIDIA made up 2.07% of Napa Wealth Management's portfolio in Q3 2025, its #14 holding.
  • Napa Wealth Management first reported a position in NVIDIA in Q4 2023 and has held it in 8 quarters since.
  • 5,365 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.