S&CO INC NVDA — NVIDIA CORP COM

Ownership history in S&CO INC  ·  12 quarters on record

AI Ownership Summary

S&CO INC reported NVIDIA CORP COM (NVDA) in 12 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.93% in 2026 Q3. The latest visible filing shows NVDA at 0.93% 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 S&CO INC's position in NVIDIA CORP COM, 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
2026 Q3

NVDA was reported at 0.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.93% in 2026 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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.

NVDA stock page S&CO INC fund profile S&CO INC full holdings
How S&CO INC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 72,156 — 0% 0.93% $16K 2026-11-10 $169.86
2026 Q2 UNCHANGED — — — 72,156 — 0% 0.83% $14K 2026-08-06 $218.75
2026 Q1 REDUCED 9.7% +11.9% ❌ 72,156 -7,788 -9.7% 0.78% $13K 2026-05-07 $211.02
2025 Q4 ADDED — — — 79,944 +8,481 +11.9% 0.93% $14.9M 2026-02-05 $171.48
2025 Q3 REDUCED — — — 71,463 -3,669 -4.9% 0.82% $13.3M 2025-11-06 $187.63
2025 Q2 UNCHANGED — — — 75,132 — 0% 0.76% $11.9M 2025-08-07 $180.33
2025 Q1 ADDED — — — 75,132 +277 +0.4% 0.55% $8.1M 2025-05-08 $117.07
2024 Q4 ADDED — — — 74,855 +8,240 +12.4% 0.68% $10.1M 2025-02-07 $129.50
2024 Q3 ADDED — — — 66,615 +6,645 +11.1% 0.53% $8.1M 2024-11-07 $148.48
2024 Q2 ADDED — — — 59,970 +54,093 +920.4% 0.52% $7.4M 2024-08-08 $104.68
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NVDA

As of 2026 Q3 — sorted by position size

Donor Advised Charitable Giving, Inc. 3Y 7Y 98.78% Ariose Capital Management Ltd 3Y 7Y 64.06% MINDSET WEALTH MANAGEMENT, LLC 48.2% Ketron Financial 45.55% KIECKHEFER GROUP LLC 43.62% Nelson Capital Management, LLC 3Y 7Y 37.63% BUILDER INVESTMENT GROUP INC /ADV 3Y 36.09% HOEY INVESTMENTS, INC 3Y 35.79% Westwood Wealth Management 3Y 35.16% Once Capital Management, LLC 3Y 34.97%

FAQ About S&CO 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 S&CO INC reported owning NVDA?

S&CO INC reported NVDA across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported NVDA position in S&CO INC's portfolio?

The largest reported portfolio weight for NVDA was 0.93% in 2026 Q3.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2026 Q3, when S&CO INC reported 72,156 shares, equal to 0.93% of portfolio, with an estimated market value of $16K.

What does the chart on this NVDA ownership page compare?

The chart compares S&CO 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.

How well did S&CO INC time their NVDA position?

Based on 13F filing dates vs. subsequent NVDA price moves, S&CO INC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on NVDA relative to SPY over the holding period was +307.3%.

← Back to S&CO INC Holdings