NVDA — NVIDIA CORP

Ownership history in Wealthquest Corp  ·  22 quarters on record

This page tracks every 13F SEC filing in which Wealthquest Corp reported a position in NVIDIA CORP (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
0.33% (2025 Q4)
Avg. % of fund
0.16%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 23,641 +2,960 +14.3% 0.33% $4.4M $186.49
2025 Q3 ADDED 20,681 +2,177 +11.8% 0.31% $3.9M $186.56
2025 Q2 ADDED 18,504 +879 +5.0% 0.23% $2.9M $157.96
2024 Q4 REDUCED 17,625 -412 -2.3% 0.19% $2.4M $134.25
18 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% MINDSET WEALTH MANAGEMENT, LLC 46.22% 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%
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