Sheaff Brock Investment Advisors’s NVIDIA NVDA Stock Holding History

Sheaff Brock 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
2024 Q2	–	Hold	0	–	-$452K	–	497
2024 Q1	–	Hold	0	–	–	–	300
2023 Q4	–	Hold	0	–	–	–	101
2023 Q3	–	Hold	0	–	–	–	137
2023 Q2	–	Sell	-23,000	Closed	-$764K	–	152
2023 Q1	$639K	Hold	23,000	–	–	0.06%	223
2022 Q4	$336K	Buy	+23,000	New	+$337K	0.03%	318
2022 Q3	–	Hold	0	–	–	–	348
2022 Q2	–	Sell	-27,000	Closed	-$510K	–	277
2022 Q1	$736K	Sell	27,000 -5,000	-16%	-$125K	0.05%	222
2021 Q4	$941K	Buy	32,000 +10,000	+45%	+$275K	0.06%	191
2021 Q3	$456K	Buy	22,000 +6,000	+38%	+$125K	0.03%	286
2021 Q2	$320K	Hold	16,000	–	–	0.02%	347
2021 Q1	$213K	Hold	16,000	–	–	0.02%	426
2020 Q4	$208K	Buy	+16,000	New	+$214K	0.02%	418
2020 Q2	–	Sell	-60,000	Closed	-$396K	–	472
2020 Q1	$396K	Buy	+60,000	New	+$379K	0.05%	217
2018 Q3	–	Sell	-80,000	Closed	-$474K	–	550
2018 Q2	$474K	Buy	+80,000	New	+$486K	0.05%	269

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

Sheaff Brock Investment Advisors's NVDA Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its NVIDIA (NVDA) stake by 0.54% in Q1 2025, selling an estimated $464K and leaving 673,905 shares worth $73M. The position accounts for 6.7% of the portfolio, ranked #2.

Sheaff Brock Investment Advisors first reported a position in NVDA in Q4 2015 and has held it in 37 quarters since. The position peaked at $156M in Q1 2024. 5,129 funds tracked by Wall St. Rank hold NVDA as of Q1 2025.

Sheaff Brock Investment Advisors held 673,905 shares of NVIDIA worth $73M as of Q1 2025.
Sheaff Brock Investment Advisors sold 3,661 NVIDIA shares in Q1 2025, an estimated $464K.
NVIDIA made up 6.7% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #2 holding.
Sheaff Brock Investment Advisors first reported a position in NVIDIA in Q4 2015 and has held it in 37 quarters since.
Sheaff Brock Investment Advisors's NVIDIA position peaked at $156M in Q1 2024.
5,129 funds tracked by Wall St. Rank held NVIDIA as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.