NewEdge Wealth’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $239M | Sell |
1,372,227
-118,645
| -8% | -$21.8M | 2.86% | 4 |
|
|
2025
Q4 | $278M | Buy |
1,490,872
+321,057
| +27% | +$59.8M | 3.14% | 4 |
|
|
2025
Q3 | $228M | Buy |
1,169,815
+42,932
| +4% | +$7.48M | 3.27% | 3 |
|
|
2025
Q2 | $204M | Buy |
1,126,883
+1,863
| +0.2% | +$234K | 3.19% | 3 |
|
|
2025
Q1 | $122M | Buy |
1,125,020
+452,627
| +67% | +$57.4M | 2.21% | 3 |
|
|
2024
Q4 | $90.3M | Buy |
672,393
+76,394
| +13% | +$10.5M | 1.57% | 9 |
|
|
2024
Q3 | $72.4M | Buy |
595,999
+414,602
| +229% | +$49M | 1.31% | 8 |
|
|
2024
Q2 | $22.4M | Sell |
181,397
-68,793
| -27% | -$6.96M | 0.49% | 54 |
|
|
2024
Q1 | $21.5M | Buy |
250,190
+59,490
| +31% | +$4.31M | 0.48% | 54 |
|
|
2023
Q4 | $9.44M | Buy |
190,700
+1,340
| +0.7% | +$62.1K | 0.24% | 103 |
|
|
2023
Q3 | $8.24M | Sell |
189,360
-8,650
| -4% | -$388K | 0.26% | 101 |
|
|
2023
Q2 | $8.38M | Sell |
198,010
-16,640
| -8% | -$552K | 0.28% | 97 |
|
|
2023
Q1 | $5.96M | Buy |
214,650
+28,590
| +15% | +$619K | 0.23% | 105 |
|
|
2022
Q4 | $2.72M | Sell |
186,060
-49,520
| -21% | -$726K | 0.12% | 162 |
|
|
2022
Q3 | $2.86M | Sell |
235,580
-12,080
| -5% | -$191K | 0.14% | 144 |
|
|
2022
Q2 | $3.75M | Buy |
247,660
+113,680
| +85% | +$2.15M | 0.17% | 124 |
|
|
2022
Q1 | $3.66M | Buy |
133,980
+46,260
| +53% | +$1.16M | 0.16% | 124 |
|
|
2021
Q4 | $2.58M | Buy |
87,720
+13,370
| +18% | +$368K | 0.11% | 143 |
|
|
2021
Q3 | $1.54M | Buy |
74,350
+31,990
| +76% | +$664K | 0.09% | 148 |
|
|
2021
Q2 | $847K | Buy |
42,360
+22,720
| +116% | +$364K | 0.06% | 184 |
|
|
2021
Q1 | $262K | Buy |
+19,640
| New | +$264K | 0.03% | 263 |
|
Other funds holding NVDA
VCM
VPM
