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Safeguard Financial’s NVIDIA NVDA Stock Holding History

Safeguard Financial’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
Q1 		$1.58M Sell
14,562
-713
-5% -$90.4K 0.35% 28
2024
Q4 		$2.05M Sell
15,275
-1,365
-8% -$188K 0.45% 22
2024
Q3 		$2.02M Buy
16,640
+3,107
+23% +$367K 0.48% 25
2024
Q2 		$1.67M Buy
13,533
+5,203
+62% +$526K 0.46% 23
2024
Q1 		$753K Buy
8,330
+3,030
+57% +$220K 0.25% 38
2023
Q4 		$262K Buy
+5,300
New +$246K 0.1% 65
2023
Q3 		– Sell
-4,930
Closed -$208K – 393
2023
Q2 		$208K Buy
+4,930
New +$164K 0.1% 67

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Safeguard Financial's NVDA Position: Q1 2025 in Review

Safeguard Financial reduced its NVIDIA (NVDA) stake by 4.7% in Q1 2025, selling an estimated $90.4K and leaving 14,562 shares worth $1.58M. The position accounts for 0.35% of the portfolio, ranked #28.

Safeguard Financial first reported a position in NVDA in Q2 2023 and has held it in 7 quarters since. The position peaked at $2.05M in Q4 2024. 5,128 funds tracked by Wall St. Rank hold NVDA as of Q1 2025.

  • Safeguard Financial held 14,562 shares of NVIDIA worth $1.58M as of Q1 2025.
  • Safeguard Financial sold 713 NVIDIA shares in Q1 2025, an estimated $90.4K.
  • NVIDIA made up 0.35% of Safeguard Financial's portfolio in Q1 2025, its #28 holding.
  • Safeguard Financial first reported a position in NVIDIA in Q2 2023 and has held it in 7 quarters since.
  • Safeguard Financial's NVIDIA position peaked at $2.05M in Q4 2024.
  • 5,128 funds tracked by Wall St. Rank held NVIDIA as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.