Waypoint Wealth Partners’s NVIDIA NVDA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$591K Hold
3,741
0.14% 42
2025
Q1
$405K Buy
3,741
+76
+2% +$9.63K 0.11% 47
2024
Q4
$492K Sell
3,665
-398
-10% -$54.9K 0.13% 44
2024
Q3
$493K Buy
4,063
+1,003
+33% +$118K 0.13% 47
2024
Q2
$378K Hold
3,060
0.11% 50
2024
Q1
$276K Sell
3,060
-2,150
-41% -$156K 0.08% 62
2023
Q4
$258K Buy
+5,210
New +$241K 0.08% 65
2022
Q2
Sell
-9,840
Closed -$268K 69
2022
Q1
$268K Buy
+9,840
New +$247K 0.1% 43

Other funds holding NVDA

Waypoint Wealth Partners's NVDA Position: Q2 2025 in Review

Waypoint Wealth Partners held its NVIDIA (NVDA) position steady in Q2 2025 at 3,741 shares worth $591K. The position accounts for 0.14% of the portfolio, ranked #42.

Waypoint Wealth Partners first reported a position in NVDA in Q1 2022 and has held it in 8 quarters since. 5,281 funds tracked by Wall St. Rank hold NVDA as of Q2 2025.

  • Waypoint Wealth Partners held 3,741 shares of NVIDIA worth $591K as of Q2 2025.
  • Waypoint Wealth Partners left its NVIDIA share count unchanged in Q2 2025.
  • NVIDIA made up 0.14% of Waypoint Wealth Partners's portfolio in Q2 2025, its #42 holding.
  • Waypoint Wealth Partners first reported a position in NVIDIA in Q1 2022 and has held it in 8 quarters since.
  • 5,281 funds tracked by Wall St. Rank held NVIDIA as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.