NVDA β€” NVIDIA CORPORATION

Ownership history in Tyler-Stone Wealth Management  Β·  14 quarters on record

AI Ownership Summary

Tyler-Stone Wealth Management reported NVIDIA CORPORATION (NVDA) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 8.71% in 2024 Q2. The latest visible filing shows NVDA at 7.76% 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 Tyler-Stone Wealth Management'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 Q2

NVDA was reported at 7.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.71% in 2024 Q2

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 Q2

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 Tyler-Stone Wealth Management held NVDA β€” position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 304,913 -14,932 -4.7% 7.76% $48.2M 2025-08-14 (Est.) $181.99
2025 Q1 REDUCED 319,845 -15,285 -4.6% 6.22% $34.7M 2025-05-13 $129.90
2024 Q4 REDUCED 335,130 -12,310 -3.5% 8.01% $45.0M 2025-02-12 $131.10
2024 Q3 ADDED 347,440 +175,929 +102.6% 7.97% $42.2M 2024-11-04 $136.00
2024 Q2 ADDED 171,511 +154,202 +890.9% 8.71% $21.2M 2024-08-14 $118.02
2024 Q1 REDUCED 17,309 -563 -3.2% 6.92% $15.6M 2024-05-15 $94.58
2023 Q4 ADDED 17,872 +376 +2.1% 4.43% $8.9M 2024-02-14 $73.85
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Tyler-Stone Wealth Management and NVDA

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

How long has Tyler-Stone Wealth Management reported owning NVDA?

Tyler-Stone Wealth Management reported NVDA across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported NVDA position in Tyler-Stone Wealth Management's portfolio?

The largest reported portfolio weight for NVDA was 8.71% in 2024 Q2.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2025 Q2, when Tyler-Stone Wealth Management reported 304,913 shares, equal to 7.76% of portfolio, with an estimated market value of $48.2M.

What does the chart on this NVDA ownership page compare?

The chart compares Tyler-Stone Wealth Management'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 Tyler-Stone Wealth Management Holdings