NVDA β€” NVIDIA CORPORATION

Ownership history in McGrath & Associates, Inc.  Β·  5 quarters on record

AI Ownership Summary

McGrath & Associates, Inc. reported NVIDIA CORPORATION (NVDA) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.35% in 2025 Q3. The latest visible filing shows NVDA at 1.29% 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.

What this NVDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McGrath & Associates, Inc.'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 1.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.35% 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
2024 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 McGrath & Associates, Inc. held NVDA β€” position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 4,858 β€” 0% 1.29% $906K 2026-02-14 (Est.) $182.80
2025 Q3 ADDED 4,858 +50 +1.0% 1.35% $906K 2025-10-14 $180.01
2025 Q2 REDUCED 4,808 -683 -12.4% 1.24% $760K 2025-08-12 $183.13
2025 Q1 ADDED 5,491 +1,747 +46.7% 1.09% $595K 2025-04-10 $107.54
2024 Q4 INITIATED 3,744 β€” β€” 1.01% $503K 2025-02-05 $124.79

FAQ About McGrath & Associates, Inc. and NVDA

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

How long has McGrath & Associates, Inc. reported owning NVDA?

McGrath & Associates, Inc. reported NVDA across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported NVDA position in McGrath & Associates, Inc.'s portfolio?

The largest reported portfolio weight for NVDA was 1.35% in 2025 Q3.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2025 Q4, when McGrath & Associates, Inc. reported 4,858 shares, equal to 1.29% of portfolio, with an estimated market value of $906K.

What does the chart on this NVDA ownership page compare?

The chart compares McGrath & Associates, Inc.'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 McGrath & Associates, Inc. Holdings