Sovereign Financial Group’s NVIDIA NVDA Stock Holding History

Sovereign Financial 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
2026 Q1	$6.5M	Buy	37,285 +950	+3%	+$174K	1.13%	18
2025 Q4	$6.78M	Sell	36,335 -244	-0.7%	-$45.4K	1.17%	18
2025 Q3	$6.82M	Buy	36,579 +1,804	+5%	+$314K	1.28%	17
2025 Q2	$5.49M	Buy	34,775 +323	+0.9%	+$40.6K	1.13%	19
2025 Q1	$3.73M	Sell	34,452 -5,473	-14%	-$694K	0.86%	24
2024 Q4	$5.36M	Sell	39,925 -61	-0.2%	-$8.41K	1.23%	17
2024 Q3	$4.86M	Sell	39,986 -5,612	-12%	-$663K	1.14%	17
2024 Q2	$5.63M	Sell	45,598 -7,132	-14%	-$721K	1.4%	16
2024 Q1	$4.76M	Buy	52,730 +22,580	+75%	+$1.64M	1.26%	17
2023 Q4	$1.49M	Buy	30,150 +5,470	+22%	+$253K	0.46%	39
2023 Q3	$1.07M	Sell	24,680 -8,020	-25%	-$359K	0.38%	57
2023 Q2	$1.38M	Buy	32,700 +12,070	+59%	+$401K	0.45%	51
2023 Q1	$573K	Buy	20,630 +5,900	+40%	+$128K	0.21%	114
2022 Q4	$215K	Buy	+14,730	New	+$216K	0.08%	204
2022 Q2	–	Sell	-24,950	Closed	-$681K	–	221
2022 Q1	$681K	Buy	24,950 +1,750	+8%	+$43.9K	0.25%	96
2021 Q4	$682K	Buy	23,200 +3,950	+21%	+$109K	0.27%	98
2021 Q3	$399K	Buy	+19,250	New	+$400K	0.23%	94

Other funds holding NVDA

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments

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

Geode Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

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

T. Rowe Price Associates

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

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