Ovata Capital Management’s NVIDIA NVDA Stock Holding History

Ovata Capital Management’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 Q2	–	Sell	-2,500	Closed	-$271K	–	54
2025 Q1	$271K	Buy	+2,500	New	+$317K	0.1%	37
2020 Q2	–	Sell	-1,200,000	Closed	-$7.91M	–	187
2020 Q1	$7.91M	Buy	1,200,000 +760,000	+173%	+$4.8M	5.24%	5
2019 Q4	$2.59M	Buy	+440,000	New	+$2.29M	1.92%	16

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Ovata Capital Management's NVDA Position: Q2 2025 in Review

Ovata Capital Management sold out of NVIDIA (NVDA) in Q2 2025, closing a stake of 2,500 shares — an estimated $271K sold.

Ovata Capital Management first reported a position in NVDA in Q4 2019 and held it in 3 quarters. The position peaked at $7.91M in Q1 2020. 5,279 funds tracked by Wall St. Rank hold NVDA as of Q2 2025.

Ovata Capital Management reported no remaining NVIDIA position as of Q2 2025 after selling out during the quarter.
Ovata Capital Management sold 2,500 NVIDIA shares in Q2 2025, an estimated $271K.
Ovata Capital Management first reported a position in NVIDIA in Q4 2019 and held it in 3 quarters.
Ovata Capital Management's NVIDIA position peaked at $7.91M in Q1 2020.
5,279 funds tracked by Wall St. Rank held NVIDIA as of Q2 2025.

Based on Ovata Capital Management's 13F filing for Q2 2025, filed 6 Aug 2025.