NVDA — NVIDIA CORPORATION

Ownership history in Centric Wealth Management  ·  23 quarters on record

This page tracks every 13F SEC filing in which Centric Wealth Management 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
2.15% (2025 Q3)
Avg. % of fund
0.9%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 49,029 +1,294 +2.7% 1.92% $9.1M $186.49
2025 Q3 ADDED 47,735 +1,302 +2.8% 2.15% $9.7M $186.56
2025 Q2 ADDED 46,433 +2,512 +5.7% 2.02% $8.5M $157.96
2025 Q1 ADDED 43,921 +4,387 +11.1% 1.25% $4.8M $108.35
19 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%
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