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Vishria Bird Financial Group’s NVIDIA NVDA Stock Holding History

Vishria Bird Financial Group’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
Q3 		$1.24M Buy
6,622
+2,878
+77% +$502K 0.24% 38
2025
Q2 		$592K Sell
3,744
-1
-0% -$126 0.2% 50
2025
Q1 		$406K Buy
3,745
+1,035
+38% +$131K 0.14% 60
2024
Q4 		$364K Hold
2,710
– – 0.13% 63
2024
Q3 		$329K Hold
2,710
– – 0.12% 67
2024
Q2 		$335K Sell
2,710
-290
-10% -$29.3K 0.14% 56
2024
Q1 		$271K Buy
+3,000
New +$217K 0.12% 58

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Vishria Bird Financial Group's NVDA Position: Q3 2025 in Review

Vishria Bird Financial Group increased its NVIDIA (NVDA) stake by 77% in Q3 2025, buying an estimated $502K and bringing the position to 6,622 shares worth $1.24M. The position accounts for 0.24% of the portfolio, ranked #38.

Vishria Bird Financial Group first reported a position in NVDA in Q1 2024 and has held it in 7 quarters since. 5,363 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.

  • Vishria Bird Financial Group held 6,622 shares of NVIDIA worth $1.24M as of Q3 2025.
  • Vishria Bird Financial Group bought 2,878 NVIDIA shares in Q3 2025, an estimated $502K.
  • NVIDIA made up 0.24% of Vishria Bird Financial Group's portfolio in Q3 2025, its #38 holding.
  • Vishria Bird Financial Group first reported a position in NVIDIA in Q1 2024 and has held it in 7 quarters since.
  • 5,363 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.