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Wells Trecaso Financial Group’s NVIDIA NVDA Stock Holding History

Wells Trecaso 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 		$1.68M Sell
8,999
-2,890
-24% -$504K 0.8% 33
2025
Q2 		$1.88M Buy
11,889
+1,152
+11% +$145K 0.58% 37
2025
Q1 		$1.16M Buy
10,737
+116
+1% +$14.7K 0.39% 47
2024
Q4 		$1.43M Sell
10,621
-121
-1% -$16.7K 0.47% 44
2024
Q3 		$1.3M Buy
10,742
+419
+4% +$49.5K 0.43% 44
2024
Q2 		$1.28M Buy
10,323
+173
+2% +$17.5K 0.44% 44
2024
Q1 		$917K Sell
10,150
-1,020
-9% -$73.9K 0.32% 48
2023
Q4 		$553K Sell
11,170
-420
-4% -$19.5K 0.22% 51
2023
Q3 		$504K Buy
11,590
+50
+0.4% +$2.24K 0.22% 54
2023
Q2 		$488K Sell
11,540
-180
-2% -$5.98K 0.21% 55
2023
Q1 		$326K Buy
+11,720
New +$254K 0.15% 66
2022
Q2 		– Sell
-11,160
Closed -$304K – 89
2022
Q1 		$304K Buy
+11,160
New +$280K 0.14% 70

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

Wells Trecaso Financial Group's NVDA Position: Q3 2025 in Review

Wells Trecaso Financial Group reduced its NVIDIA (NVDA) stake by 24% in Q3 2025, selling an estimated $504K and leaving 8,999 shares worth $1.68M. The position accounts for 0.8% of the portfolio, ranked #33.

Wells Trecaso Financial Group first reported a position in NVDA in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.88M in Q2 2025. 5,365 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.

  • Wells Trecaso Financial Group held 8,999 shares of NVIDIA worth $1.68M as of Q3 2025.
  • Wells Trecaso Financial Group sold 2,890 NVIDIA shares in Q3 2025, an estimated $504K.
  • NVIDIA made up 0.8% of Wells Trecaso Financial Group's portfolio in Q3 2025, its #33 holding.
  • Wells Trecaso Financial Group first reported a position in NVIDIA in Q1 2022 and has held it in 12 quarters since.
  • Wells Trecaso Financial Group's NVIDIA position peaked at $1.88M in Q2 2025.
  • 5,365 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.

Based on Wells Trecaso Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.