Norris Perne & French’s NVIDIA NVDA Stock Holding History

Norris Perne & French’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	$14.5M	Buy	83,043 +17,815	+27%	+$3.27M	0.97%	25
2025 Q4	$12.2M	Buy	65,228 +48,523	+290%	+$9.03M	0.8%	45
2025 Q3	$3.12M	Sell	16,705 -187	-1%	-$32.6K	0.22%	64
2025 Q2	$2.67M	Sell	16,892 -790	-4%	-$99.4K	0.19%	67
2025 Q1	$1.92M	Buy	17,682 +2,767	+19%	+$351K	0.14%	68
2024 Q4	$2M	Sell	14,915 -2	-0%	-$276	0.14%	64
2024 Q3	$1.81M	Sell	14,917 -567	-4%	-$67K	0.12%	68
2024 Q2	$1.91M	Sell	15,484 -616	-4%	-$62.3K	0.14%	70
2024 Q1	$1.46M	Sell	16,100 -1,100	-6%	-$79.7K	0.1%	68
2023 Q4	$852K	Sell	17,200 -290	-2%	-$13.4K	0.07%	69
2023 Q3	$761K	Buy	17,490 +7,520	+75%	+$337K	0.07%	70
2023 Q2	$422K	Sell	9,970 -1,230	-11%	-$40.8K	0.04%	91
2023 Q1	$311K	Buy	+11,200	New	+$242K	0.03%	103
2022 Q2	–	Sell	-10,950	Closed	-$299K	–	152
2022 Q1	$299K	Buy	10,950 +350	+3%	+$8.78K	0.02%	126
2021 Q4	$312K	Hold	10,600	–	–	0.02%	115
2021 Q3	$220K	Hold	10,600	–	–	0.02%	132
2021 Q2	$212K	Buy	+10,600	New	+$170K	0.02%	137

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

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