US Financial Advisors’s NVIDIA NVDA Stock Holding History

US Financial Advisors’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	$976K	Sell	9,008 -24	-0.3%	-$3.04K	0.29%	42
2024 Q4	$1.21M	Buy	9,032 +2,946	+48%	+$406K	0.37%	40
2024 Q3	$739K	Sell	6,086 -174	-3%	-$20.6K	0.23%	46
2024 Q2	$773K	Hold	6,260	–	–	0.26%	46
2024 Q1	$566K	Buy	6,260 +160	+3%	+$11.6K	0.2%	49
2023 Q4	$302K	Buy	6,100 +300	+5%	+$13.9K	0.11%	60
2023 Q3	$252K	Hold	5,800	–	–	0.1%	64
2023 Q2	$245K	Buy	+5,800	New	+$193K	0.1%	63
2022 Q3	–	Sell	-15,380	Closed	-$233K	–	67
2022 Q2	$233K	Buy	+15,380	New	+$290K	0.13%	53
2016 Q2	–	Sell	-27,880	Closed	-$25K	–	281
2016 Q1	$25K	Buy	+27,880	New	+$21.3K	0.04%	140

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

US Financial Advisors's NVDA Position: Q1 2025 in Review

US Financial Advisors reduced its NVIDIA (NVDA) stake by 0.27% in Q1 2025, selling an estimated $3.04K and leaving 9,008 shares worth $976K. The position accounts for 0.29% of the portfolio, ranked #42.

US Financial Advisors first reported a position in NVDA in Q1 2016 and has held it in 10 quarters since. The position peaked at $1.21M in Q4 2024. 5,128 funds tracked by Wall St. Rank hold NVDA as of Q1 2025.

US Financial Advisors held 9,008 shares of NVIDIA worth $976K as of Q1 2025.
US Financial Advisors sold 24 NVIDIA shares in Q1 2025, an estimated $3.04K.
NVIDIA made up 0.29% of US Financial Advisors's portfolio in Q1 2025, its #42 holding.
US Financial Advisors first reported a position in NVIDIA in Q1 2016 and has held it in 10 quarters since.
US Financial Advisors's NVIDIA position peaked at $1.21M in Q4 2024.
5,128 funds tracked by Wall St. Rank held NVIDIA as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.