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Sage Financial Group’s NVIDIA NVDA Stock Holding History

Sage 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
2025
Q1 		– Sell
-2,295
Closed -$308K – 105
2024
Q4 		$308K Sell
2,295
-65
-3% -$8.96K 0.02% 85
2024
Q3 		$287K Sell
2,360
-240
-9% -$28.3K 0.02% 91
2024
Q2 		$321K Sell
2,600
-180
-6% -$18.2K 0.03% 84
2024
Q1 		$251K Buy
+2,780
New +$201K 0.02% 95

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

Sage Financial Group's NVDA Position: Q1 2025 in Review

Sage Financial Group sold out of NVIDIA (NVDA) in Q1 2025, closing a stake of 2,295 shares — an estimated $308K sold.

Sage Financial Group first reported a position in NVDA in Q1 2024 and held it in 4 quarters. The position peaked at $321K in Q2 2024. 5,128 funds tracked by Wall St. Rank hold NVDA as of Q1 2025.

  • Sage Financial Group reported no remaining NVIDIA position as of Q1 2025 after selling out during the quarter.
  • Sage Financial Group sold 2,295 NVIDIA shares in Q1 2025, an estimated $308K.
  • Sage Financial Group first reported a position in NVIDIA in Q1 2024 and held it in 4 quarters.
  • Sage Financial Group's NVIDIA position peaked at $321K in Q2 2024.
  • 5,128 funds tracked by Wall St. Rank held NVIDIA as of Q1 2025.

Based on Sage Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.