WAG
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Winthrop Advisory Group’s NVIDIA NVDA Stock Holding History

Winthrop Advisory 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
2026
Q1 		$6.07M Buy
34,803
+30
+0.1% +$5.5K 0.5% 31
2025
Q4 		$6.49M Sell
34,773
-1,255
-3% -$234K 0.55% 29
2025
Q3 		$6.72M Buy
36,028
+1,033
+3% +$180K 0.59% 27
2025
Q2 		$5.53M Buy
34,995
+5,120
+17% +$644K 0.53% 27
2025
Q1 		$3.24M Sell
29,875
-3,442
-10% -$436K 0.39% 35
2024
Q4 		$4.47M Buy
33,317
+3,676
+12% +$507K 0.54% 25
2024
Q3 		$3.6M Buy
29,641
+1,374
+5% +$162K 0.45% 31
2024
Q2 		$3.49M Sell
28,267
-1,613
-5% -$163K 0.47% 31
2024
Q1 		$2.7M Sell
29,880
-2,670
-8% -$194K 0.39% 33
2023
Q4 		$1.61M Buy
32,550
+5,280
+19% +$245K 0.25% 42
2023
Q3 		$1.19M Buy
27,270
+1,230
+5% +$55.1K 0.19% 47
2023
Q2 		$1.1M Buy
26,040
+2,190
+9% +$72.7K 0.18% 51
2023
Q1 		$662K Buy
23,850
+90
+0.4% +$1.95K 0.12% 61
2022
Q4 		$347K Sell
23,760
-180
-0.8% -$2.64K 0.07% 91
2022
Q3 		$291K Buy
23,940
+370
+2% +$5.85K 0.06% 84
2022
Q2 		$357K Sell
23,570
-940
-4% -$17.7K 0.08% 76
2022
Q1 		$669K Buy
24,510
+5,030
+26% +$126K 0.14% 56
2021
Q4 		$573K Buy
19,480
+1,200
+7% +$33K 0.12% 62
2021
Q3 		$379K Buy
18,280
+5,440
+42% +$113K 0.08% 84
2021
Q2 		$257K Buy
+12,840
New +$206K 0.06% 107

Other funds holding NVDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return