BWM
NVDA icon

Brophy Wealth Management’s NVIDIA NVDA Stock Holding History

Brophy Wealth Management’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$7.15M Buy
+58,900
New +$6.96M 2.56% 8

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brophy Wealth Management's NVDA Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in NVIDIA (NVDA) in Q3 2024: 58,900 shares worth $7.15M. The stake represents 2.56% of the portfolio and ranks #8 among its holdings.

4,618 funds tracked by Wall St. Rank hold NVDA as of Q3 2024.

  • Brophy Wealth Management held 58,900 shares of NVIDIA worth $7.15M as of Q3 2024.
  • NVIDIA was a new Brophy Wealth Management position in Q3 2024.
  • NVIDIA made up 2.56% of Brophy Wealth Management's portfolio in Q3 2024, its #8 holding.
  • 4,618 funds tracked by Wall St. Rank held NVIDIA as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.