NVDA — NVIDIA CORPORATION

Ownership history in MINDSET WEALTH MANAGEMENT, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which MINDSET WEALTH MANAGEMENT, 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
47.9% (2025 Q3)
Avg. % of fund
45.35%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 945,425 +3,481 +0.4% 46.22% $176.3M $186.49
2025 Q3 ADDED 941,944 +22,572 +2.5% 47.90% $175.7M $186.56
2025 Q2 REDUCED 919,372 -79,548 -8.0% 47.55% $145.3M $157.96
2025 Q1 ADDED 998,920 +100,373 +11.2% 42.14% $108.3M $108.35
2 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% 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% BUILDER INVESTMENT GROUP INC /ADV 3Y 32.08%
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