SageView Advisory Group’s NVIDIA NVDA Stock Holding History

SageView Advisory 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 Q4	$29.8M	Sell	159,712 -1,833	-1%	-$341K	1.01%	14
2025 Q3	$30.1M	Buy	161,545 +6,975	+5%	+$1.22M	1.04%	14
2025 Q2	$27.3M	Buy	154,570 +3,595	+2%	+$452K	1.03%	14
2025 Q1	$16.4M	Sell	150,975 -7,371	-5%	-$934K	0.7%	18
2024 Q4	$21.3M	Buy	158,346 +33,643	+27%	+$4.64M	0.92%	16
2024 Q3	$15.1M	Buy	124,703 +1,129	+0.9%	+$133K	0.77%	16
2024 Q2	$15.3M	Buy	+123,574	New	+$12.5M	0.71%	20
2024 Q1	–	Sell	-164,930	Closed	-$10.4M	–	698
2023 Q4	$10.4M	Buy	164,930 +65,890	+67%	+$3.05M	0.45%	30
2023 Q3	$4.31M	Buy	99,040 +47,820	+93%	+$2.14M	0.25%	59
2023 Q2	$2.17M	Buy	51,220 +11,970	+30%	+$397K	0.12%	112
2023 Q1	$1.09M	Buy	39,250 +7,550	+24%	+$163K	0.07%	190
2022 Q4	$463K	Buy	+31,700	New	+$465K	0.04%	249

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SageView Advisory Group's NVDA Position: Q4 2025 in Review

SageView Advisory Group reduced its NVIDIA (NVDA) stake by 1.1% in Q4 2025, selling an estimated $341K and leaving 159,712 shares worth $29.8M. The position accounts for 1.01% of the portfolio, ranked #14.

SageView Advisory Group first reported a position in NVDA in Q4 2022 and has held it in 12 quarters since. The position peaked at $30.1M in Q3 2025. 5,838 funds tracked by Wall St. Rank hold NVDA as of Q4 2025.

SageView Advisory Group held 159,712 shares of NVIDIA worth $29.8M as of Q4 2025.
SageView Advisory Group sold 1,833 NVIDIA shares in Q4 2025, an estimated $341K.
NVIDIA made up 1.01% of SageView Advisory Group's portfolio in Q4 2025, its #14 holding.
SageView Advisory Group first reported a position in NVIDIA in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's NVIDIA position peaked at $30.1M in Q3 2025.
5,838 funds tracked by Wall St. Rank held NVIDIA as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.