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Optimum Investment Advisors’s NVIDIA NVDA Stock Holding History

Optimum Investment 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
2022
Q4 		– Sell
-3,000
Closed -$2K – 810
2022
Q3 		$2K Buy
+3,000
New +$47.4K ﹤0.01% 735

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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.