NVDA NVIDIA CORPORATION

Ownership history in Joel Isaacson & Co., LLC  ·  19 quarters on record

AI Ownership Summary

Joel Isaacson & Co., LLC reported NVIDIA CORPORATION (NVDA) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.04% in 2025 Q3. The latest visible filing shows NVDA at 1.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NVDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Joel Isaacson & Co., LLC's position in NVIDIA CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NVDA was reported at 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.04% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Joel Isaacson & Co., LLC held NVDA — position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 162,694 +8,570 +5.6% 1.00% $30.3M 2026-02-14 (Est.) $182.80
2025 Q3 ADDED 154,124 +82,758 +116.0% 1.04% $28.8M 2025-10-30 $202.87
2025 Q2 ADDED 71,366 +10,576 +17.4% 0.46% $11.3M 2025-07-23 $170.75
2025 Q1 REDUCED 60,790 -87 -0.1% 0.30% $6.6M 2025-04-25 $110.98
2024 Q4 ADDED 60,877 +1,992 +3.4% 0.37% $8.2M 2025-01-28 $128.95
2024 Q3 REDUCED 58,885 -601 -1.0% 0.34% $7.2M 2024-10-23 $139.50
2024 Q2 ADDED 59,486 +53,630 +915.8% 0.39% $7.3M 2024-07-24 $114.19
2024 Q1 ADDED 5,856 +506 +9.5% 0.29% $5.3M 2024-04-30 $86.35
2023 Q4 ADDED 5,350 +566 +11.8% 0.16% $2.6M 2024-01-25 $61.58
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Joel Isaacson & Co., LLC and NVDA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Joel Isaacson & Co., LLC reported owning NVDA?

Joel Isaacson & Co., LLC reported NVDA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NVDA position in Joel Isaacson & Co., LLC's portfolio?

The largest reported portfolio weight for NVDA was 1.04% in 2025 Q3.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2025 Q4, when Joel Isaacson & Co., LLC reported 162,694 shares, equal to 1.00% of portfolio, with an estimated market value of $30.3M.

What does the chart on this NVDA ownership page compare?

The chart compares Joel Isaacson & Co., LLC's quarterly NVDA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Joel Isaacson & Co., LLC Holdings