NVDA — NVIDIA CORPORATION

Ownership history in Advisor OS, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which Advisor OS, LLC reported a position in NVIDIA CORPORATION (NVDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.34% (2025 Q3)
Avg. % of fund
1.03%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 141,022 -4,290 -3.0% 2.12% $26.3M $186.49
2025 Q3 ADDED 145,312 +6,302 +4.5% 2.34% $27.1M $186.56
2025 Q2 ADDED 139,010 +12,050 +9.5% 2.16% $22.0M $157.96
2025 Q1 ADDED 126,960 +1,789 +1.4% 1.57% $13.8M $108.35
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    NVDA price (monthly, adj. close)

Other funds also holding NVDA

As of 2025 Q4 — sorted by position size

Donor Advised Charitable Giving, Inc. 3Y 7Y 98.57% Discovery Value Fund 3Y 7Y 97.65% GHE, LLC 3Y 56.3% Summa Corp. 50.8% MINDSET WEALTH MANAGEMENT, LLC 46.22% Ketron Financial 44.81% One River Asset Management, LLC 37.61% Nelson Capital Management, LLC 3Y 7Y 34.93% MISHPACHA HOLDINGS CORP 33.62% HOEY INVESTMENTS, INC 3Y 32.47%
← Back to Advisor OS, LLC Holdings