Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.01M Sell
50,709
-1,893
-4% -$238K 1.93% 11
2025
Q1
$5.7M Sell
52,602
-5,677
-10% -$720K 1.27% 16
2024
Q4
$7.32M Buy
58,279
+3,840
+7% +$529K 1.63% 13
2024
Q3
$6.61M Buy
54,439
+1,248
+2% +$147K 1.45% 14
2024
Q2
$6.57M Buy
53,191
+31
+0.1% +$3.13K 1.47% 13
2024
Q1
$4.8M Buy
53,160
+10
+0% +$725 1.17% 17
2023
Q4
$2.63M Hold
53,150
0.68% 32
2023
Q3
$2.31M Buy
53,150
+10
+0% +$448 0.65% 33
2023
Q2
$2.25M Hold
53,140
0.59% 38
2023
Q1
$1.48M Sell
53,140
-23,110
-30% -$500K 0.41% 50
2022
Q4
$1.11M Buy
76,250
+22,890
+43% +$336K 0.33% 63
2022
Q3
$648K Sell
53,360
-22,260
-29% -$352K 0.21% 85
2022
Q2
$1.15M Buy
75,620
+370
+0.5% +$6.98K 0.34% 58
2022
Q1
$2.05M Buy
75,250
+10
+0% +$251 0.54% 40
2021
Q4
$2.21M Buy
75,240
+510
+0.7% +$14K 0.57% 39
2021
Q3
$1.65M Buy
74,730
+10
+0% +$208 0.43% 46
2021
Q2
$1.49M Buy
74,720
+320
+0.4% +$5.13K 0.41% 48
2021
Q1
$993K Hold
74,400
0.29% 66
2020
Q4
$965K Buy
74,400
+1,000
+1% +$13.4K 0.29% 64
2020
Q3
$993K Sell
73,400
-2,080
-3% -$24.2K 0.36% 54
2020
Q2
$717K Buy
75,480
+40
+0.1% +$324 0.27% 68
2020
Q1
$497K Hold
75,440
0.21% 72
2019
Q4
$444K Buy
75,440
+40
+0.1% +$208 0.15% 91
2019
Q3
$328K Hold
75,400
0.12% 109
2019
Q2
$310K Buy
75,400
+120
+0.2% +$497 0.11% 111
2019
Q1
$338K Hold
75,280
0.12% 105
2018
Q4
$251K Buy
75,280
+80
+0.1% +$383 0.1% 116
2018
Q3
$528K Buy
75,200
+40
+0.1% +$260 0.19% 73
2018
Q2
$445K Sell
75,160
-3,640
-5% -$22.1K 0.17% 79
2018
Q1
$456K Hold
78,800
0.18% 76
2017
Q4
$381K Sell
78,800
-1,960
-2% -$9.73K 0.15% 85
2017
Q3
$361K Buy
80,760
+2,040
+3% +$8.48K 0.15% 87
2017
Q2
$284K Buy
78,720
+520
+0.7% +$1.65K 0.13% 100
2017
Q1
$213K Buy
78,200
+40
+0.1% +$106 0.1% 102
2016
Q4
$209K Buy
+78,160
New +$163K 0.1% 107

Other funds holding NVDA

The Family Firm's NVDA Position: Q2 2025 in Review

The Family Firm reduced its NVIDIA (NVDA) stake by 3.6% in Q2 2025, selling an estimated $238K and leaving 50,709 shares worth $8.01M. The position accounts for 1.93% of the portfolio, ranked #11.

The Family Firm first reported a position in NVDA in Q4 2016 and has held it in 35 quarters since. 5,280 funds tracked by Wall St. Rank hold NVDA as of Q2 2025.

  • The Family Firm held 50,709 shares of NVIDIA worth $8.01M as of Q2 2025.
  • The Family Firm sold 1,893 NVIDIA shares in Q2 2025, an estimated $238K.
  • NVIDIA made up 1.93% of The Family Firm's portfolio in Q2 2025, its #11 holding.
  • The Family Firm first reported a position in NVIDIA in Q4 2016 and has held it in 35 quarters since.
  • 5,280 funds tracked by Wall St. Rank held NVIDIA as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.