Waverton Investment Management’s NVIDIA NVDA Stock Holding History

Waverton Investment Management’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 Q4	–	Sell	-15,315	Closed	-$2.86M	–	67
2025 Q3	$2.86M	Sell	15,315 -3,900	-20%	-$680K	0.04%	54
2025 Q2	$3.03M	Buy	19,215 +1,275	+7%	+$160K	0.04%	58
2025 Q1	$1.95M	Sell	17,940 -2,314	-11%	-$293K	0.03%	61
2024 Q4	$2.72M	Sell	20,254 -2,205	-10%	-$304K	0.04%	57
2024 Q3	$2.73M	Sell	22,459 -830	-4%	-$98K	0.04%	55
2024 Q2	$2.88M	Sell	23,289 -9,471	-29%	-$958K	0.05%	56
2024 Q1	$2.96M	Sell	32,760 -3,910	-11%	-$283K	0.06%	57
2023 Q4	$1.82M	Buy	+36,670	New	+$1.7M	0.04%	61
2014 Q2	–	Sell	-8,951,600	Closed	-$4.01M	–	131
2014 Q1	$4.01M	Buy	8,951,600 +50,000	+0.6%	+$21.4K	0.19%	93
2013 Q4	$3.56M	Hold	8,901,600	–	–	0.18%	96
2013 Q3	$3.46M	Buy	+8,901,600	New	+$3.31M	0.2%	82

Other funds holding NVDA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverton Investment Management's NVDA Position: Q4 2025 in Review

Waverton Investment Management sold out of NVIDIA (NVDA) in Q4 2025, closing a stake of 15,315 shares — an estimated $2.86M sold.

Waverton Investment Management first reported a position in NVDA in Q3 2013 and held it in 11 quarters. The position peaked at $4.01M in Q1 2014. 5,856 funds tracked by Wall St. Rank hold NVDA as of Q4 2025.

Waverton Investment Management reported no remaining NVIDIA position as of Q4 2025 after selling out during the quarter.
Waverton Investment Management sold 15,315 NVIDIA shares in Q4 2025, an estimated $2.86M.
Waverton Investment Management first reported a position in NVIDIA in Q3 2013 and held it in 11 quarters.
Waverton Investment Management's NVIDIA position peaked at $4.01M in Q1 2014.
5,856 funds tracked by Wall St. Rank held NVIDIA as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.