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Wealthstream Advisors’s NVIDIA NVDA Stock Holding History

Wealthstream Advisors’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 		$5.89M Buy
31,560
+2,505
+9% +$437K 0.89% 14
2025
Q2 		$4.59M Buy
29,055
+3,154
+12% +$397K 0.76% 15
2025
Q1 		$2.81M Buy
25,901
+635
+3% +$80.5K 0.53% 20
2024
Q4 		$3.39M Buy
25,266
+927
+4% +$128K 0.63% 19
2024
Q3 		$2.96M Buy
24,339
+1,190
+5% +$141K 0.54% 20
2024
Q2 		$2.86M Buy
23,149
+979
+4% +$99K 1.05% 18
2024
Q1 		$2M Buy
22,170
+3,600
+19% +$261K 0.76% 22
2023
Q4 		$920K Sell
18,570
-10
-0.1% -$463 0.38% 38
2023
Q3 		$808K Buy
18,580
+1,090
+6% +$48.8K 0.42% 35
2023
Q2 		$740K Buy
17,490
+3,320
+23% +$110K 0.39% 39
2023
Q1 		$394K Buy
+14,170
New +$307K 0.24% 51
2022
Q2 		– Sell
-14,640
Closed -$399K – 75
2022
Q1 		$399K Buy
14,640
+1,320
+10% +$33.1K 0.35% 42
2021
Q4 		$392K Buy
+13,320
New +$367K 0.33% 42

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

Wealthstream Advisors's NVDA Position: Q3 2025 in Review

Wealthstream Advisors increased its NVIDIA (NVDA) stake by 8.6% in Q3 2025, buying an estimated $437K and bringing the position to 31,560 shares worth $5.89M. The position accounts for 0.89% of the portfolio, ranked #14.

Wealthstream Advisors first reported a position in NVDA in Q4 2021 and has held it in 13 quarters since. 5,365 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.

  • Wealthstream Advisors held 31,560 shares of NVIDIA worth $5.89M as of Q3 2025.
  • Wealthstream Advisors bought 2,505 NVIDIA shares in Q3 2025, an estimated $437K.
  • NVIDIA made up 0.89% of Wealthstream Advisors's portfolio in Q3 2025, its #14 holding.
  • Wealthstream Advisors first reported a position in NVIDIA in Q4 2021 and has held it in 13 quarters since.
  • 5,365 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.