SS&H Financial Advisors’s NVIDIA NVDA Stock Holding History

SS&H Financial 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
2025 Q4	$24.9M	Sell	133,291 -4,090	-3%	-$761K	7.25%	2
2025 Q3	$25.6M	Sell	137,381 -3,675	-3%	-$641K	7.79%	2
2025 Q2	$22.3M	Sell	141,056 -1,709	-1%	-$215K	7.45%	2
2025 Q1	$15.5M	Buy	142,765 +1,770	+1%	+$224K	5.77%	4
2024 Q4	$18.9M	Sell	140,995 -5,300	-4%	-$731K	6.9%	3
2024 Q3	$17.8M	Sell	146,295 -925	-0.6%	-$109K	6.47%	4
2024 Q2	$18.2M	Buy	147,220 +4,700	+3%	+$475K	7.1%	3
2024 Q1	$12.9M	Sell	142,520 -3,500	-2%	-$254K	5.36%	4
2023 Q4	$7.23M	Buy	146,020 +18,420	+14%	+$854K	3.07%	6
2023 Q3	$5.55M	Buy	+127,600	New	+$5.72M	2.6%	7
2023 Q1	$3.64M	Sell	131,050 -750	-0.6%	-$16.2K	1.67%	16
2022 Q4	$1.93M	Buy	131,800 +37,300	+39%	+$547K	0.92%	32
2022 Q3	$1.15M	Sell	94,500 -1,000	-1%	-$15.8K	0.59%	52
2022 Q2	$1.45M	Buy	95,500 +250	+0.3%	+$4.72K	0.67%	43
2022 Q1	$2.6M	Buy	+95,250	New	+$2.39M	1.02%	28

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

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

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

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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

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

Norges Bank Oslo, Norway $935B AUM

SS&H Financial Advisors's NVDA Position: Q4 2025 in Review

SS&H Financial Advisors reduced its NVIDIA (NVDA) stake by 3% in Q4 2025, selling an estimated $761K and leaving 133,291 shares worth $24.9M. The position accounts for 7.25% of the portfolio, ranked #2.

SS&H Financial Advisors first reported a position in NVDA in Q1 2022 and has held it in 15 quarters since. The position peaked at $25.6M in Q3 2025. 5,836 funds tracked by Wall St. Rank hold NVDA as of Q4 2025.

SS&H Financial Advisors held 133,291 shares of NVIDIA worth $24.9M as of Q4 2025.
SS&H Financial Advisors sold 4,090 NVIDIA shares in Q4 2025, an estimated $761K.
NVIDIA made up 7.25% of SS&H Financial Advisors's portfolio in Q4 2025, its #2 holding.
SS&H Financial Advisors first reported a position in NVIDIA in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's NVIDIA position peaked at $25.6M in Q3 2025.
5,836 funds tracked by Wall St. Rank held NVIDIA as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.