WMS Partners’s NVIDIA NVDA Stock Holding History

WMS Partners’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
2022 Q4	–	Hold	0	–	-$243K	–	286
2022 Q3	–	Hold	0	–	–	–	208
2021 Q2	–	Sell	-48,000	Closed	-$641K	–	266
2021 Q1	$641K	Sell	48,000 -32,000	-40%	-$430K	0.15%	98
2020 Q4	$1.04M	Buy	+80,000	New	+$1.07M	0.18%	63
2020 Q3	–	Sell	-32,000	Closed	-$304K	–	238
2020 Q2	$304K	Buy	+32,000	New	+$259K	0.06%	164

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WMS Partners's NVDA Position: Q1 2025 in Review

WMS Partners sold out of NVIDIA (NVDA) in Q1 2025, closing a stake of 36,042 shares — an estimated $4.84M sold.

WMS Partners first reported a position in NVDA in Q4 2017 and held it in 29 quarters. The position peaked at $4.84M in Q4 2024. 5,128 funds tracked by Wall St. Rank hold NVDA as of Q1 2025.

WMS Partners reported no remaining NVIDIA position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 36,042 NVIDIA shares in Q1 2025, an estimated $4.84M.
WMS Partners first reported a position in NVIDIA in Q4 2017 and held it in 29 quarters.
WMS Partners's NVIDIA position peaked at $4.84M in Q4 2024.
5,128 funds tracked by Wall St. Rank held NVIDIA as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.