Prosperity Financial Group’s NVIDIA NVDA Stock Holding History

Prosperity Financial Group’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	$11.6M	Buy	66,273 +542	+0.8%	+$99.4K	4.27%	2
2025 Q4	$12.3M	Sell	65,731 -1,554	-2%	-$289K	4.42%	2
2025 Q3	$12.6M	Buy	67,285 +207	+0.3%	+$36.1K	4.61%	2
2025 Q2	$10.6M	Sell	67,078 -2,987	-4%	-$376K	4.51%	2
2025 Q1	$7.59M	Buy	70,065 +636	+0.9%	+$80.6K	3.78%	2
2024 Q4	$9.32M	Buy	69,429 +3,536	+5%	+$487K	4.67%	2
2024 Q3	$8M	Buy	65,893 +17,153	+35%	+$2.03M	4.5%	3
2024 Q2	$6.02M	Buy	48,740 +5,110	+12%	+$517K	3.8%	3
2024 Q1	$3.94M	Buy	43,630 +6,310	+17%	+$457K	2.44%	9
2023 Q4	$1.85M	Buy	37,320 +470	+1%	+$21.8K	1.28%	19
2023 Q3	$1.6M	Sell	36,850 -5,260	-12%	-$236K	1.32%	19
2023 Q2	$1.78M	Buy	42,110 +2,760	+7%	+$91.6K	1.57%	14
2023 Q1	$1.09M	Sell	39,350 -90	-0.2%	-$1.95K	1.11%	23
2022 Q4	$576K	Buy	+39,440	New	+$578K	0.62%	41

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