Norris Financial Group’s NVIDIA NVDA Stock Holding History

Norris Financial Group’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	$3.58M	Buy	20,529 +625	+3%	+$115K	1.17%	28
2025 Q4	$3.71M	Buy	19,904 +425	+2%	+$79.1K	1.26%	24
2025 Q3	$3.63M	Sell	19,479 -10,606	-35%	-$1.85M	1.33%	21
2025 Q2	$4.75M	Buy	30,085 +22,390	+291%	+$2.82M	1.95%	17
2025 Q1	$834K	Sell	7,695 -7,789	-50%	-$987K	0.39%	53
2024 Q4	$2.08M	Sell	15,484 -1,340	-8%	-$185K	0.98%	28
2024 Q3	$2.04M	Sell	16,824 -4,904	-23%	-$579K	1.01%	25
2024 Q2	$2.68M	Sell	21,728 -7,542	-26%	-$763K	1.4%	18
2024 Q1	$2.64M	Sell	29,270 -3,700	-11%	-$268K	1.45%	20
2023 Q4	$1.63M	Buy	32,970 +470	+1%	+$21.8K	0.99%	28
2023 Q3	$1.41M	Sell	32,500 -960	-3%	-$43K	0.98%	34
2023 Q2	$1.42M	Buy	33,460 +20,970	+168%	+$696K	0.98%	35
2023 Q1	$347K	Buy	+12,490	New	+$270K	0.25%	52

Other funds holding NVDA

BlackRock New York $5.7T 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 $1.47T 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

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