Schwartz Investment Counsel’s NVIDIA NVDA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$95.9M	Hold	550,000	–	–	3.41%	2
2025 Q4	$103M	Sell	550,000 -20,000	-4%	-$3.72M	3.59%	5
2025 Q3	$106M	Sell	570,000 -64,865	-10%	-$11.3M	3.57%	5
2025 Q2	$100M	Buy	634,865 +14,865	+2%	+$1.87M	3.3%	6
2025 Q1	$67.2M	Hold	620,000	–	–	2.31%	11
2024 Q4	$83.3M	Hold	620,000	–	–	3%	6
2024 Q3	$75.3M	Hold	620,000	–	–	2.68%	7
2024 Q2	$76.6M	Hold	620,000	–	–	2.84%	7
2024 Q1	$56M	Hold	620,000	–	–	2.04%	14
2023 Q4	$30.7M	Sell	620,000 -186,220	-23%	-$8.63M	1.2%	33
2023 Q3	$35.1M	Buy	806,220 +6,220	+0.8%	+$279K	1.5%	24
2023 Q2	$33.8M	Hold	800,000	–	–	1.43%	27
2023 Q1	$22.2M	Sell	800,000 -450,000	-36%	-$9.74M	0.97%	39
2022 Q4	$18.3M	Hold	1,250,000	–	–	0.83%	42
2022 Q3	$15.2M	Buy	+1,250,000	New	+$19.8M	0.78%	41