NVDA NVIDIA CORPORATION COM

Ownership history in EverSource Wealth Advisors, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in NVIDIA CORPORATION COM (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
1.75% (2025 Q3)
Avg. % of fund
0.78%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 240,285 +2,913 +1.2% 1.65% $44.8M $186.49
2025 Q3 ADDED 237,372 +4,594 +2.0% 1.75% $44.3M $186.56
2025 Q2 ADDED 232,778 +30,776 +15.2% 1.66% $36.8M $157.96
2025 Q1 ADDED 202,002 +26,367 +15.0% 1.20% $21.9M $108.35
2024 Q4 ADDED 175,635 +9,935 +6.0% 1.33% $23.6M $134.25
2024 Q3 ADDED 165,700 +3,603 +2.2% 1.27% $20.1M $121.39
2024 Q2 ADDED 162,097 +149,693 +1206.8% 1.26% $19.0M $123.48
2024 Q1 UNCHANGED 12,404 0% 0.56% $6.1M $90.31
2023 Q4 ADDED 12,404 +1,060 +9.3% 0.56% $6.1M $49.49
2023 Q3 ADDED 11,344 +247 +2.2% 0.52% $4.9M $43.47
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    NVDA price (monthly, adj. close)
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