Nikulski Financial’s NVIDIA NVDA Stock Holding History

Nikulski Financial’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
2026 Q1	$10.3M	Sell	58,843 -7,441	-11%	-$1.37M	2.53%	6
2025 Q4	$12.4M	Sell	66,284 -2,880	-4%	-$536K	2.96%	6
2025 Q3	$12.9M	Sell	69,164 -101	-0.1%	-$17.6K	3.24%	5
2025 Q2	$10.9M	Buy	69,265 +5,104	+8%	+$642K	3%	6
2025 Q1	$6.95M	Buy	64,161 +1,292	+2%	+$164K	2.1%	15
2024 Q4	$8.44M	Sell	62,869 -265	-0.4%	-$36.5K	2.48%	11
2024 Q3	$7.67M	Buy	63,134 +8,528	+16%	+$1.01M	2.29%	13
2024 Q2	$6.75M	Buy	54,606 +24,656	+82%	+$2.49M	2.15%	14
2024 Q1	$2.71M	Buy	29,950 +2,800	+10%	+$203K	0.9%	35
2023 Q4	$1.34M	Sell	27,150 -1,850	-6%	-$85.7K	0.49%	48
2023 Q3	$1.26M	Buy	29,000 +550	+2%	+$24.6K	0.52%	47
2023 Q2	$1.2M	Buy	28,450 +1,700	+6%	+$56.4K	0.5%	51
2023 Q1	$743K	Buy	26,750 +350	+1%	+$7.58K	0.33%	72
2022 Q4	$386K	Buy	26,400 +2,230	+9%	+$32.7K	0.18%	92
2022 Q3	$293K	Buy	24,170 +4,800	+25%	+$75.9K	0.15%	97
2022 Q2	$294K	Buy	19,370 +3,000	+18%	+$56.6K	0.15%	102
2022 Q1	$447K	Buy	16,370 +4,300	+36%	+$108K	0.19%	90
2021 Q4	$355K	Buy	+12,070	New	+$332K	0.15%	95

Other funds holding NVDA

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return