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Willow Creek Wealth Management’s NVIDIA NVDA Stock Holding History

Willow Creek Wealth 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
Q3 		$794K Buy
4,255
+531
+14% +$92.6K 0.07% 86
2025
Q2 		$588K Buy
3,724
+132
+4% +$16.6K 0.05% 91
2025
Q1 		$389K Buy
3,592
+1,154
+47% +$146K 0.04% 104
2024
Q4 		$327K Sell
2,438
-23
-0.9% -$3.17K 0.03% 122
2024
Q3 		$299K Buy
2,461
+43
+2% +$5.08K 0.03% 127
2024
Q2 		$299K Sell
2,418
-12
-0.5% -$1.21K 0.03% 123
2024
Q1 		$220K Buy
+2,430
New +$176K 0.03% 143

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

Willow Creek Wealth Management's NVDA Position: Q3 2025 in Review

Willow Creek Wealth Management increased its NVIDIA (NVDA) stake by 14% in Q3 2025, buying an estimated $92.6K and bringing the position to 4,255 shares worth $794K. The position accounts for 0.07% of the portfolio, ranked #86.

Willow Creek Wealth Management first reported a position in NVDA in Q1 2024 and has held it in 7 quarters since. 5,364 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.

  • Willow Creek Wealth Management held 4,255 shares of NVIDIA worth $794K as of Q3 2025.
  • Willow Creek Wealth Management bought 531 NVIDIA shares in Q3 2025, an estimated $92.6K.
  • NVIDIA made up 0.07% of Willow Creek Wealth Management's portfolio in Q3 2025, its #86 holding.
  • Willow Creek Wealth Management first reported a position in NVIDIA in Q1 2024 and has held it in 7 quarters since.
  • 5,364 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.