Shepherd Kaplan Krochuk’s NVIDIA NVDA Stock Holding History

Shepherd Kaplan Krochuk’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	-2,431	Closed	-$326K	–	60
2024 Q4	$326K	Buy	+2,431	New	+$335K	0.27%	45
2022 Q1	–	Sell	-9,220	Closed	-$271K	–	207
2021 Q4	$271K	Buy	+9,220	New	+$254K	0.1%	144
2018 Q4	–	Sell	-32,000	Closed	-$225K	–	230
2018 Q3	$225K	Buy	+32,000	New	+$208K	0.12%	171
2016 Q3	–	Sell	-194,240	Closed	-$228K	–	396
2016 Q2	$228K	Buy	+194,240	New	+$200K	0.06%	226
2016 Q1	–	Sell	-311,160	Closed	-$256K	–	342
2015 Q4	$256K	Sell	311,160 -48,200	-13%	-$36.3K	0.07%	222
2015 Q3	$221K	Buy	+359,360	New	+$194K	0.06%	238

Other funds holding NVDA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Shepherd Kaplan Krochuk's NVDA Position: Q1 2025 in Review

Shepherd Kaplan Krochuk sold out of NVIDIA (NVDA) in Q1 2025, closing a stake of 2,431 shares — an estimated $326K sold.

Shepherd Kaplan Krochuk first reported a position in NVDA in Q3 2015 and held it in 6 quarters. The position peaked at $326K in Q4 2024. 5,137 funds tracked by Wall St. Rank hold NVDA as of Q1 2025.

Shepherd Kaplan Krochuk reported no remaining NVIDIA position as of Q1 2025 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 2,431 NVIDIA shares in Q1 2025, an estimated $326K.
Shepherd Kaplan Krochuk first reported a position in NVIDIA in Q3 2015 and held it in 6 quarters.
Shepherd Kaplan Krochuk's NVIDIA position peaked at $326K in Q4 2024.
5,137 funds tracked by Wall St. Rank held NVIDIA as of Q1 2025.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2025, filed 15 May 2025.