NFA
NVDA icon

Northwest Financial Advisors’s NVIDIA NVDA Stock Holding History

Northwest Financial Advisors’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
Q4 		– Sell
-1,461
Closed -$273K – 83
2025
Q3 		$273K Sell
1,461
-830
-36% -$145K 0.35% 75
2025
Q2 		$362K Sell
2,291
-26,231
-92% -$3.3M 0.51% 56
2025
Q1 		$3.09M Buy
28,522
+661
+2% +$83.8K 2.56% 9
2024
Q4 		$3.74M Buy
27,861
+4
+0% +$551 3.09% 7
2024
Q3 		$3.38M Sell
27,857
-922
-3% -$109K 2.69% 7
2024
Q2 		$3.56M Buy
28,779
+6,369
+28% +$644K 3.61% 7
2024
Q1 		$2.02M Buy
22,410
+7,680
+52% +$557K 2.22% 8
2023
Q4 		$729K Buy
+14,730
New +$683K 0.62% 32

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
State Street
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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Northwest Financial Advisors's NVDA Position: Q4 2025 in Review

Northwest Financial Advisors sold out of NVIDIA (NVDA) in Q4 2025, closing a stake of 1,461 shares — an estimated $273K sold.

Northwest Financial Advisors first reported a position in NVDA in Q4 2023 and held it in 8 quarters. The position peaked at $3.74M in Q4 2024. 5,837 funds tracked by Wall St. Rank hold NVDA as of Q4 2025.

  • Northwest Financial Advisors reported no remaining NVIDIA position as of Q4 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,461 NVIDIA shares in Q4 2025, an estimated $273K.
  • Northwest Financial Advisors first reported a position in NVIDIA in Q4 2023 and held it in 8 quarters.
  • Northwest Financial Advisors's NVIDIA position peaked at $3.74M in Q4 2024.
  • 5,837 funds tracked by Wall St. Rank held NVIDIA as of Q4 2025.

Based on Northwest Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.