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Tolleson Wealth Management’s NVIDIA NVDA Stock Holding History

Tolleson Wealth Management’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 		$1.72M Hold
9,210
– – 0.25% 36
2025
Q3 		$1.72M Hold
9,210
– – 0.27% 33
2025
Q2 		$1.46M Sell
9,210
-2,090
-18% -$263K 0.25% 37
2025
Q1 		$1.22M Buy
11,300
+4,100
+57% +$520K 0.24% 37
2024
Q4 		$967K Buy
+7,200
New +$992K 0.2% 46

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
State Street
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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tolleson Wealth Management's NVDA Position: Q4 2025 in Review

Tolleson Wealth Management held its NVIDIA (NVDA) position steady in Q4 2025 at 9,210 shares worth $1.72M. The position accounts for 0.25% of the portfolio, ranked #36.

Tolleson Wealth Management first reported a position in NVDA in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.72M in Q3 2025. 5,837 funds tracked by Wall St. Rank hold NVDA as of Q4 2025.

  • Tolleson Wealth Management held 9,210 shares of NVIDIA worth $1.72M as of Q4 2025.
  • Tolleson Wealth Management left its NVIDIA share count unchanged in Q4 2025.
  • NVIDIA made up 0.25% of Tolleson Wealth Management's portfolio in Q4 2025, its #36 holding.
  • Tolleson Wealth Management first reported a position in NVIDIA in Q4 2024 and has held it in 5 quarters since.
  • Tolleson Wealth Management's NVIDIA position peaked at $1.72M in Q3 2025.
  • 5,837 funds tracked by Wall St. Rank held NVIDIA as of Q4 2025.

Based on Tolleson Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.