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Tyler-Stone Wealth Management’s NVIDIA NVDA Stock Holding History

Tyler-Stone 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
Q2 		$48.2M Sell
304,913
-14,932
-5% -$1.88M 7.76% 1
2025
Q1 		$34.7M Sell
319,845
-15,285
-5% -$1.94M 6.22% 1
2024
Q4 		$45M Sell
335,130
-12,310
-4% -$1.7M 8.01% 1
2024
Q3 		$42.2M Buy
347,440
+175,929
+103% +$20.8M 7.97% 1
2024
Q2 		$21.2M Sell
171,511
-1,579
-0.9% -$160K 8.71% 1
2024
Q1 		$15.6M Sell
173,090
-5,630
-3% -$408K 6.92% 1
2023
Q4 		$8.85M Buy
178,720
+3,760
+2% +$174K 4.43% 2
2023
Q3 		$7.61M Sell
174,960
-22,550
-11% -$1.01M 4.34% 2
2023
Q2 		$8.36M Buy
+197,510
New +$6.56M 4.72% 2
2022
Q4 		$3.12M Sell
213,200
-150
-0.1% -$2.2K 2.12% 6
2022
Q3 		$2.59M Sell
213,350
-9,950
-4% -$157K 1.97% 6
2022
Q2 		$3.38M Sell
223,300
-19,970
-8% -$377K 2.26% 5
2022
Q1 		$6.64M Buy
243,270
+2,360
+1% +$59.2K 3.65% 2
2021
Q4 		$7.08M Buy
+240,910
New +$6.63M 3.75% 2

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

Tyler-Stone Wealth Management's NVDA Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its NVIDIA (NVDA) stake by 4.7% in Q2 2025, selling an estimated $1.88M and leaving 304,913 shares worth $48.2M. The position accounts for 7.76% of the portfolio, ranked #1.

Tyler-Stone Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 14 quarters since. 5,279 funds tracked by Wall St. Rank hold NVDA as of Q2 2025.

  • Tyler-Stone Wealth Management held 304,913 shares of NVIDIA worth $48.2M as of Q2 2025.
  • Tyler-Stone Wealth Management sold 14,932 NVIDIA shares in Q2 2025, an estimated $1.88M.
  • NVIDIA made up 7.76% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #1 holding.
  • Tyler-Stone Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 14 quarters since.
  • 5,279 funds tracked by Wall St. Rank held NVIDIA as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.