Vest Financial’s NVIDIA NVDA Stock Holding History

Vest Financial’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
2026 Q1	$123M	Buy	703,754 +39,462	+6%	+$7.24M	1.47%	2
2025 Q4	$124M	Buy	664,292 +58,071	+10%	+$10.8M	1.57%	2
2025 Q3	$113M	Buy	606,221 +141,046	+30%	+$24.6M	1.48%	1
2025 Q2	$73.5M	Buy	465,175 +148,514	+47%	+$18.7M	1.04%	9
2025 Q1	$34.3M	Buy	316,661 +220,688	+230%	+$28M	0.53%	93
2024 Q4	$12.9M	Sell	95,973 -7,178	-7%	-$989K	0.23%	113
2024 Q3	$12.5M	Buy	103,151 +67,809	+192%	+$8.01M	0.24%	112
2024 Q2	$4.37M	Sell	35,342 -18	-0.1%	-$1.82K	0.1%	113
2024 Q1	$3.19M	Buy	+35,360	New	+$2.56M	0.08%	114
2023 Q1	–	Sell	-22,890	Closed	-$335K	–	124
2022 Q4	$335K	Buy	+22,890	New	+$336K	0.05%	110

Other funds holding NVDA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fidelity Investments

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

Geode Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 New York $1.66T AUM 25.57% 1-Year Est. Return

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