Pacific Sage Partners’s NVIDIA NVDA Stock Holding History

Pacific Sage Partners’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	$5.08M	Buy	29,113 +4,467	+18%	+$820K	0.8%	23
2025 Q4	$4.6M	Buy	24,646 +392	+2%	+$73K	0.73%	23
2025 Q3	$4.53M	Sell	24,254 -88	-0.4%	-$15.3K	0.76%	24
2025 Q2	$3.85M	Buy	24,342 +592	+2%	+$74.5K	0.76%	24
2025 Q1	$2.57M	Sell	23,750 -30	-0.1%	-$3.8K	0.58%	24
2024 Q4	$3.19M	Buy	23,780 +8,115	+52%	+$1.12M	0.73%	21
2024 Q3	$1.9M	Sell	15,665 -252	-2%	-$29.8K	0.45%	25
2024 Q2	$1.97M	Buy	15,917 +767	+5%	+$77.5K	0.49%	25
2024 Q1	$1.37M	Buy	15,150 +1,680	+12%	+$122K	0.35%	34
2023 Q4	$667K	Sell	13,470 -2,480	-16%	-$115K	0.18%	45
2023 Q3	$694K	Buy	15,950 +2,350	+17%	+$105K	0.21%	41
2023 Q2	$575K	Buy	13,600 +340	+3%	+$11.3K	0.17%	45
2023 Q1	$368K	Sell	13,260 -6,300	-32%	-$136K	0.12%	57
2022 Q4	$286K	Buy	+19,560	New	+$287K	0.09%	63

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

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