TSWM
NVDA icon

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
2024
Q3 		– Sell
-26
Closed -$149K – 729
2024
Q2 		$149K Buy
26
+6
+30% +$607 0.06% 226
2024
Q1 		$77K Hold
20
– – 0.03% 309
2023
Q4 		$13.7K Buy
+20
New +$927 0.01% 577

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.