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Palo Alto Wealth Advisors’s NVIDIA NVDA Stock Holding History

Palo Alto Wealth 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
Q3 		$16M Sell
82,950
-15,389
-16% -$2.68M 4.67% 5
2025
Q2 		$15.5M Buy
98,339
+29,317
+42% +$3.69M 5.88% 5
2025
Q1 		$8.97M Buy
69,022
+42,903
+164% +$5.44M 3.5% 7
2024
Q4 		$3.51M Buy
26,119
+6,017
+30% +$829K 1.23% 13
2024
Q3 		$2.89M Buy
20,102
+6,410
+47% +$757K 1.2% 13
2024
Q2 		$1.69M Buy
13,692
+2
+0% +$202 1.17% 15
2024
Q1 		$1.24M Sell
13,690
-1,300
-9% -$94.2K 0.87% 17
2023
Q4 		$742K Buy
14,990
+130
+0.9% +$6.03K 0.56% 22
2023
Q3 		$646K Sell
14,860
-3,900
-21% -$175K 0.54% 19
2023
Q2 		$794K Sell
18,760
-2,280
-11% -$75.7K 0.63% 19
2023
Q1 		$584K Buy
21,040
+2,520
+14% +$54.5K 0.47% 28
2022
Q4 		$271K Buy
+18,520
New +$272K 0.23% 38

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

Palo Alto Wealth Advisors's NVDA Position: Q3 2025 in Review

Palo Alto Wealth Advisors reduced its NVIDIA (NVDA) stake by 16% in Q3 2025, selling an estimated $2.68M and leaving 82,950 shares worth $16M. The position accounts for 4.67% of the portfolio, ranked #5.

Palo Alto Wealth Advisors first reported a position in NVDA in Q4 2022 and has held it in 12 quarters since. 5,364 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.

  • Palo Alto Wealth Advisors held 82,950 shares of NVIDIA worth $16M as of Q3 2025.
  • Palo Alto Wealth Advisors sold 15,389 NVIDIA shares in Q3 2025, an estimated $2.68M.
  • NVIDIA made up 4.67% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #5 holding.
  • Palo Alto Wealth Advisors first reported a position in NVIDIA in Q4 2022 and has held it in 12 quarters since.
  • 5,364 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.