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Principia Wealth Advisory’s NVIDIA NVDA Stock Holding History

Principia Wealth Advisory’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
Q4 		$365K Buy
1,959
+694
+55% +$129K 0.23% 53
2025
Q3 		$236K Buy
1,265
+122
+11% +$21.3K 0.16% 68
2025
Q2 		$181K Buy
1,143
+414
+57% +$52.1K 0.15% 63
2025
Q1 		$83.3K Buy
729
+66
+10% +$8.37K 0.08% 76
2024
Q4 		$89K Buy
+663
New +$91.4K 0.08% 71

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
State Street
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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Principia Wealth Advisory's NVDA Position: Q4 2025 in Review

Principia Wealth Advisory increased its NVIDIA (NVDA) stake by 55% in Q4 2025, buying an estimated $129K and bringing the position to 1,959 shares worth $365K. The position accounts for 0.23% of the portfolio, ranked #53.

Principia Wealth Advisory first reported a position in NVDA in Q4 2024 and has held it in 5 quarters since. 5,837 funds tracked by Wall St. Rank hold NVDA as of Q4 2025.

  • Principia Wealth Advisory held 1,959 shares of NVIDIA worth $365K as of Q4 2025.
  • Principia Wealth Advisory bought 694 NVIDIA shares in Q4 2025, an estimated $129K.
  • NVIDIA made up 0.23% of Principia Wealth Advisory's portfolio in Q4 2025, its #53 holding.
  • Principia Wealth Advisory first reported a position in NVIDIA in Q4 2024 and has held it in 5 quarters since.
  • 5,837 funds tracked by Wall St. Rank held NVIDIA as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.