Optimum Investment Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.6M | Sell |
83,830
-3,000
| -3% | -$523K | 6.21% | 2 |
|
|
2025
Q2 | $13.7M | Sell |
86,830
-1,730
| -2% | -$218K | 5.96% | 3 |
|
|
2025
Q1 | $9.6M | Sell |
88,560
-11,035
| -11% | -$1.4M | 4.52% | 3 |
|
|
2024
Q4 | $13.4M | Sell |
99,595
-1,150
| -1% | -$159K | 5.9% | 3 |
|
|
2024
Q3 | $12.2M | Sell |
100,745
-6,590
| -6% | -$778K | 5.29% | 3 |
|
|
2024
Q2 | $13.3M | Sell |
107,335
-2,555
| -2% | -$258K | 5.95% | 2 |
|
|
2024
Q1 | $9.93M | Buy |
109,890
+120
| +0.1% | +$8.7K | 4.56% | 3 |
|
|
2023
Q4 | $5.44M | Sell |
109,770
-2,050
| -2% | -$95K | 2.73% | 4 |
|
|
2023
Q3 | $4.86M | Sell |
111,820
-2,780
| -2% | -$125K | 2.49% | 4 |
|
|
2023
Q2 | $4.85M | Sell |
114,600
-4,720
| -4% | -$157K | 2.37% | 4 |
|
|
2023
Q1 | $3.31M | Sell |
119,320
-1,100
| -0.9% | -$23.8K | 1.74% | 7 |
|
|
2022
Q4 | $1.76M | Sell |
120,420
-4,520
| -4% | -$66.3K | 0.95% | 16 |
|
|
2022
Q3 | $1.52M | Sell |
124,940
-1,700
| -1% | -$26.9K | 0.82% | 21 |
|
|
2022
Q2 | $1.92M | Sell |
126,640
-180
| -0.1% | -$3.4K | 0.96% | 16 |
|
|
2022
Q1 | $3.46M | Buy |
126,820
+3,320
| +3% | +$83.3K | 1.46% | 9 |
|
|
2021
Q4 | $3.63M | Buy |
123,500
+3,610
| +3% | +$99.3K | 1.41% | 9 |
|
|
2021
Q3 | $2.48M | Sell |
119,890
-20,670
| -15% | -$429K | 1.05% | 14 |
|
|
2021
Q2 | $2.81M | Sell |
140,560
-33,800
| -19% | -$542K | 0.88% | 21 |
|
|
2021
Q1 | $2.33M | Buy |
174,360
+6,120
| +4% | +$82.3K | 0.68% | 34 |
|
|
2020
Q4 | $2.2M | Buy |
168,240
+3,000
| +2% | +$40.2K | 0.67% | 33 |
|
|
2020
Q3 | $2.24M | Sell |
165,240
-8,240
| -5% | -$95.9K | 0.75% | 28 |
|
|
2020
Q2 | $1.65M | Buy |
173,480
+28,880
| +20% | +$234K | 0.57% | 39 |
|
|
2020
Q1 | $953K | Buy |
144,600
+15,440
| +12% | +$97.4K | 0.39% | 62 |
|
|
2019
Q4 | $760K | Sell |
129,160
-10,800
| -8% | -$56.2K | 0.23% | 116 |
|
|
2019
Q3 | $609K | Buy |
139,960
+48,120
| +52% | +$202K | 0.19% | 132 |
|
|
2019
Q2 | $377K | Buy |
91,840
+41,240
| +82% | +$171K | 0.12% | 177 |
|
|
2019
Q1 | $227K | Buy |
50,600
+8,000
| +19% | +$31K | 0.07% | 257 |
|
|
2018
Q4 | $142K | Sell |
42,600
-35,600
| -46% | -$170K | 0.05% | 312 |
|
|
2018
Q3 | $549K | Buy |
78,200
+14,200
| +22% | +$92.3K | 0.15% | 158 |
|
|
2018
Q2 | $379K | Buy |
64,000
+8,000
| +14% | +$48.6K | 0.11% | 190 |
|
|
2018
Q1 | $324K | Sell |
56,000
-6,000
| -10% | -$35.2K | 0.1% | 212 |
|
|
2017
Q4 | $300K | Sell |
62,000
-10,000
| -14% | -$49.7K | 0.1% | 230 |
|
|
2017
Q3 | $322K | Buy |
+72,000
| New | +$299K | 0.11% | 212 |
|
|
2017
Q2 | – | Sell |
-104,000
| Closed | -$283K | – | 301 |
|
|
2017
Q1 | $283K | Buy |
+104,000
| New | +$277K | 0.1% | 227 |
|
|
2015
Q1 | $128K | Buy |
243,960
+81,840
| +50% | +$43.5K | 0.04% | 347 |
|
|
2014
Q4 | $81K | Buy |
162,120
+520
| +0.3% | +$253 | 0.03% | 402 |
|
|
2014
Q3 | $79K | Buy |
161,600
+520
| +0.3% | +$245 | 0.03% | 388 |
|
|
2014
Q2 | $75K | Buy |
+161,080
| New | +$75.2K | 0.02% | 395 |
|
Other funds holding NVDA
Optimum Investment Advisors's NVDA Position: Q3 2025 in Review
Optimum Investment Advisors reduced its NVIDIA (NVDA) stake by 3.5% in Q3 2025, selling an estimated $523K and leaving 83,830 shares worth $15.6M. The position accounts for 6.21% of the portfolio, ranked #2.
Optimum Investment Advisors first reported a position in NVDA in Q2 2014 and has held it in 38 quarters since. 5,365 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.
- Optimum Investment Advisors held 83,830 shares of NVIDIA worth $15.6M as of Q3 2025.
- Optimum Investment Advisors sold 3,000 NVIDIA shares in Q3 2025, an estimated $523K.
- NVIDIA made up 6.21% of Optimum Investment Advisors's portfolio in Q3 2025, its #2 holding.
- Optimum Investment Advisors first reported a position in NVIDIA in Q2 2014 and has held it in 38 quarters since.
- 5,365 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.