Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$9M Sell
48,235
-219
-0.5% -$40.8K 5.93% 5
2025
Q3
$9.04M Sell
48,454
-3,879
-7% -$676K 5.91% 5
2025
Q2
$8.27M Buy
52,333
+6,622
+14% +$833K 6.45% 2
2025
Q1
$4.95M Sell
45,711
-505
-1% -$64K 3.93% 6
2024
Q4
$6.21M Buy
+46,216
New +$6.37M 4.69% 6

Other funds holding NVDA

U.S. Wealth Group's NVDA Position: Q4 2025 in Review

U.S. Wealth Group reduced its NVIDIA (NVDA) stake by 0.45% in Q4 2025, selling an estimated $40.8K and leaving 48,235 shares worth $9M. The position accounts for 5.93% of the portfolio, ranked #5.

U.S. Wealth Group first reported a position in NVDA in Q4 2024 and has held it in 5 quarters since. The position peaked at $9.04M in Q3 2025. 5,837 funds tracked by Wall St. Rank hold NVDA as of Q4 2025.

  • U.S. Wealth Group held 48,235 shares of NVIDIA worth $9M as of Q4 2025.
  • U.S. Wealth Group sold 219 NVIDIA shares in Q4 2025, an estimated $40.8K.
  • NVIDIA made up 5.93% of U.S. Wealth Group's portfolio in Q4 2025, its #5 holding.
  • U.S. Wealth Group first reported a position in NVIDIA in Q4 2024 and has held it in 5 quarters since.
  • U.S. Wealth Group's NVIDIA position peaked at $9.04M in Q3 2025.
  • 5,837 funds tracked by Wall St. Rank held NVIDIA as of Q4 2025.

Based on U.S. Wealth Group's 13F filing for Q4 2025, filed 17 Mar 2026.