Schechter Investment Advisors’s NVIDIA NVDA Stock Holding History

Schechter Investment Advisors’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	$19.2M	Sell	177,279 -23,328	-12%	-$2.96M	1.58%	12
2024 Q4	$26.9M	Sell	200,607 -7,605	-4%	-$1.05M	2.06%	12
2024 Q3	$25.3M	Buy	208,212 +3,755	+2%	+$444K	1.86%	12
2024 Q2	$25.3M	Sell	204,457 -11,123	-5%	-$1.12M	1.9%	11
2024 Q1	$19.5M	Sell	215,580 -13,650	-6%	-$989K	1.46%	14
2023 Q4	$11.4M	Sell	229,230 -13,360	-6%	-$619K	0.98%	21
2023 Q3	$10.6M	Buy	242,590 +10,270	+4%	+$460K	1.02%	21
2023 Q2	$9.83M	Sell	232,320 -29,050	-11%	-$964K	0.88%	21
2023 Q1	$7.26M	Sell	261,370 -20,780	-7%	-$450K	0.67%	25
2022 Q4	$4.12M	Buy	282,150 +47,990	+20%	+$704K	0.38%	39
2022 Q3	$2.84M	Sell	234,160 -10,070	-4%	-$159K	0.28%	55
2022 Q2	$3.7M	Sell	244,230 -6,940	-3%	-$131K	0.36%	37
2022 Q1	$6.85M	Buy	251,170 +9,850	+4%	+$247K	0.64%	19
2021 Q4	$7.1M	Buy	+241,320	New	+$6.64M	0.64%	19

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schechter Investment Advisors's NVDA Position: Q1 2025 in Review

Schechter Investment Advisors reduced its NVIDIA (NVDA) stake by 12% in Q1 2025, selling an estimated $2.96M and leaving 177,279 shares worth $19.2M. The position accounts for 1.58% of the portfolio, ranked #12.

Schechter Investment Advisors first reported a position in NVDA in Q4 2021 and has held it in 14 quarters since. The position peaked at $26.9M in Q4 2024. 5,128 funds tracked by Wall St. Rank hold NVDA as of Q1 2025.

Schechter Investment Advisors held 177,279 shares of NVIDIA worth $19.2M as of Q1 2025.
Schechter Investment Advisors sold 23,328 NVIDIA shares in Q1 2025, an estimated $2.96M.
NVIDIA made up 1.58% of Schechter Investment Advisors's portfolio in Q1 2025, its #12 holding.
Schechter Investment Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's NVIDIA position peaked at $26.9M in Q4 2024.
5,128 funds tracked by Wall St. Rank held NVIDIA as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.