Tiller Private Wealth’s NVIDIA NVDA Stock Holding History

Tiller Private Wealth’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	$2.02M	Buy	11,587 +1,125	+11%	+$206K	0.72%	15
2025 Q4	$1.95M	Sell	10,462 -1,946	-16%	-$362K	0.69%	16
2025 Q3	$2.32M	Buy	12,408 +83	+0.7%	+$14.5K	0.82%	16
2025 Q2	$1.95M	Sell	12,325 -2,454	-17%	-$309K	0.74%	17
2025 Q1	$1.6M	Buy	14,779 +3,417	+30%	+$433K	0.67%	16
2024 Q4	$1.53M	Buy	11,362 +635	+6%	+$87.5K	0.65%	15
2024 Q3	$1.3M	Buy	10,727 +182	+2%	+$21.5K	0.54%	15
2024 Q2	$1.3M	Buy	10,545 +125	+1%	+$12.6K	0.57%	16
2024 Q1	$941K	Buy	10,420 +2,020	+24%	+$146K	0.42%	17
2023 Q4	$416K	Sell	8,400 -420	-5%	-$19.5K	0.21%	28
2023 Q3	$384K	Buy	8,820 +700	+9%	+$31.4K	0.21%	29
2023 Q2	$343K	Sell	8,120 -2,710	-25%	-$90K	0.19%	32
2023 Q1	$301K	Buy	+10,830	New	+$234K	0.17%	34
2022 Q2	–	Sell	-9,510	Closed	-$259K	–	58
2022 Q1	$259K	Buy	9,510 +1,070	+13%	+$26.8K	0.15%	41
2021 Q4	$248K	Buy	+8,440	New	+$232K	0.16%	45

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