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Spectrum Wealth Counsel’s NVIDIA NVDA Stock Holding History

Spectrum Wealth Counsel’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 		$9.13M Buy
84,240
+619
+0.7% +$78.5K 1.1% 30
2024
Q4 		$11.2M Buy
83,621
+1,461
+2% +$201K 1.32% 23
2024
Q3 		$9.98M Sell
82,160
-6,613
-7% -$781K 1.18% 25
2024
Q2 		$11M Sell
88,773
-1,287
-1% -$130K 1.39% 20
2024
Q1 		$8.14M Sell
90,060
-4,640
-5% -$336K 1% 29
2023
Q4 		$4.74M Buy
+94,700
New +$4.39M 0.66% 50

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Spectrum Wealth Counsel's NVDA Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its NVIDIA (NVDA) stake by 0.74% in Q1 2025, buying an estimated $78.5K and bringing the position to 84,240 shares worth $9.13M. The position accounts for 1.1% of the portfolio, ranked #30.

Spectrum Wealth Counsel first reported a position in NVDA in Q4 2023 and has held it in 6 quarters since. The position peaked at $11.2M in Q4 2024. 5,128 funds tracked by Wall St. Rank hold NVDA as of Q1 2025.

  • Spectrum Wealth Counsel held 84,240 shares of NVIDIA worth $9.13M as of Q1 2025.
  • Spectrum Wealth Counsel bought 619 NVIDIA shares in Q1 2025, an estimated $78.5K.
  • NVIDIA made up 1.1% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #30 holding.
  • Spectrum Wealth Counsel first reported a position in NVIDIA in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's NVIDIA position peaked at $11.2M in Q4 2024.
  • 5,128 funds tracked by Wall St. Rank held NVIDIA as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.