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Transform Wealth’s NVIDIA NVDA Stock Holding History

Transform 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
2025
Q1 		$31.8M Buy
293,259
+2,710
+0.9% +$343K 1.93% 5
2024
Q4 		$39M Buy
290,549
+40,092
+16% +$5.53M 2.17% 6
2024
Q3 		$30.4M Buy
250,457
+71,534
+40% +$8.45M 2.02% 5
2024
Q2 		$22.1M Buy
178,923
+8,113
+5% +$820K 1.66% 13
2024
Q1 		$15.4M Buy
170,810
+10,740
+7% +$778K 1.47% 18
2023
Q4 		$7.93M Buy
160,070
+104,570
+188% +$4.85M 0.77% 41
2023
Q3 		$2.41M Sell
55,500
-65,650
-54% -$2.94M 0.25% 96
2023
Q2 		$5.12M Sell
121,150
-6,780
-5% -$225K 0.46% 75
2023
Q1 		$3.55M Buy
127,930
+61,870
+94% +$1.34M 0.34% 85
2022
Q4 		$965K Buy
+66,060
New +$969K 0.11% 122
2022
Q2 		– Sell
-214,560
Closed -$5.86M – 216
2022
Q1 		$5.86M Buy
214,560
+206,460
+2,549% +$5.18M 0.66% 54
2021
Q4 		$238K Buy
+8,100
New +$223K 0.02% 205

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

Transform Wealth's NVDA Position: Q1 2025 in Review

Transform Wealth increased its NVIDIA (NVDA) stake by 0.93% in Q1 2025, buying an estimated $343K and bringing the position to 293,259 shares worth $31.8M. The position accounts for 1.93% of the portfolio, ranked #5.

Transform Wealth first reported a position in NVDA in Q4 2021 and has held it in 12 quarters since. The position peaked at $39M in Q4 2024. 5,128 funds tracked by Wall St. Rank hold NVDA as of Q1 2025.

  • Transform Wealth held 293,259 shares of NVIDIA worth $31.8M as of Q1 2025.
  • Transform Wealth bought 2,710 NVIDIA shares in Q1 2025, an estimated $343K.
  • NVIDIA made up 1.93% of Transform Wealth's portfolio in Q1 2025, its #5 holding.
  • Transform Wealth first reported a position in NVIDIA in Q4 2021 and has held it in 12 quarters since.
  • Transform Wealth's NVIDIA position peaked at $39M in Q4 2024.
  • 5,128 funds tracked by Wall St. Rank held NVIDIA as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.