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Wambolt & Associates’s NVIDIA NVDA Stock Holding History

Wambolt & Associates’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
Q2 		$12.1M Sell
79,141
-7,866
-9% -$990K 4.08% 1
2025
Q1 		$9.58M Sell
87,007
-874
-1% -$111K 3.25% 2
2024
Q4 		$11.8M Sell
87,881
-13,079
-13% -$1.8M 3.78% 2
2024
Q3 		$11.8M Buy
100,960
+70
+0.1% +$8.27K 3.23% 3
2024
Q2 		$12.5M Buy
100,890
+2,640
+3% +$267K 3.64% 3
2024
Q1 		$8.88M Buy
98,250
+12,140
+14% +$880K 2.66% 3
2023
Q4 		$4.26M Buy
86,110
+21,020
+32% +$974K 1.39% 8
2023
Q3 		$2.91M Buy
65,090
+7,600
+13% +$341K 1.06% 18
2023
Q2 		$2.43M Sell
57,490
-39,400
-41% -$1.31M 0.87% 24
2023
Q1 		$2.71M Sell
96,890
-380
-0.4% -$8.22K 0.96% 19
2022
Q4 		$1.42M Buy
97,270
+850
+0.9% +$12.5K 0.55% 64
2022
Q3 		$1.17M Buy
96,420
+5,340
+6% +$84.4K 0.5% 75
2022
Q2 		$1.38M Buy
91,080
+18,570
+26% +$350K 0.56% 60
2022
Q1 		$1.94M Buy
72,510
+18,080
+33% +$453K 0.71% 41
2021
Q4 		$1.6M Buy
54,430
+6,970
+15% +$192K 0.58% 60
2021
Q3 		$984K Buy
47,460
+3,740
+9% +$77.7K 0.39% 92
2021
Q2 		$884K Buy
43,720
+760
+2% +$12.2K 0.38% 93
2021
Q1 		$593K Sell
42,960
-1,000
-2% -$13.4K 0.31% 109
2020
Q4 		$574K Buy
43,960
+720
+2% +$9.64K 0.34% 105
2020
Q3 		$585K Sell
43,240
-200
-0.5% -$2.33K 0.44% 81
2020
Q2 		$413K Buy
43,440
+400
+0.9% +$3.24K 0.32% 118
2020
Q1 		$284K Sell
43,040
-4,360
-9% -$27.5K 0.29% 120
2019
Q4 		$279K Sell
47,400
-2,040
-4% -$10.6K 0.21% 141
2019
Q3 		$215K Buy
49,440
+400
+0.8% +$1.68K 0.18% 145
2019
Q2 		$201K Sell
49,040
-240
-0.5% -$995 0.17% 151
2019
Q1 		$233K Buy
+49,280
New +$191K 0.21% 135

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

Wambolt & Associates's NVDA Position: Q2 2025 in Review

Wambolt & Associates reduced its NVIDIA (NVDA) stake by 9% in Q2 2025, selling an estimated $990K and leaving 79,141 shares worth $12.1M. The position accounts for 4.08% of the portfolio, ranked #1.

Wambolt & Associates first reported a position in NVDA in Q1 2019 and has held it in 26 quarters since. The position peaked at $12.5M in Q2 2024. 5,279 funds tracked by Wall St. Rank hold NVDA as of Q2 2025.

  • Wambolt & Associates held 79,141 shares of NVIDIA worth $12.1M as of Q2 2025.
  • Wambolt & Associates sold 7,866 NVIDIA shares in Q2 2025, an estimated $990K.
  • NVIDIA made up 4.08% of Wambolt & Associates's portfolio in Q2 2025, its #1 holding.
  • Wambolt & Associates first reported a position in NVIDIA in Q1 2019 and has held it in 26 quarters since.
  • Wambolt & Associates's NVIDIA position peaked at $12.5M in Q2 2024.
  • 5,279 funds tracked by Wall St. Rank held NVIDIA as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.