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Buckingham Strategic Wealth’s NVIDIA NVDA Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$36.9M Buy
298,957
+30,817
+11% +$3.12M 0.38% 42
2024
Q1 		$24.2M Sell
268,140
-4,790
-2% -$347K 0.26% 59
2023
Q4 		$13.5M Buy
272,930
+2,850
+1% +$132K 0.16% 80
2023
Q3 		$11.7M Buy
270,080
+54,650
+25% +$2.45M 0.17% 77
2023
Q2 		$9.11M Buy
215,430
+10,340
+5% +$343K 0.13% 90
2023
Q1 		$3M Hold
205,090
– – 0.05% 147
2022
Q4 		$3M Buy
205,090
+15,560
+8% +$228K 0.05% 147
2022
Q3 		$2.3M Buy
189,530
+14,450
+8% +$228K 0.05% 161
2022
Q2 		$2.65M Buy
175,080
+11,540
+7% +$218K 0.05% 154
2022
Q1 		$4.46M Buy
163,540
+12,690
+8% +$318K 0.09% 115
2021
Q4 		$4.44M Buy
150,850
+1,270
+0.8% +$34.9K 0.09% 114
2021
Q3 		$3.1M Sell
149,580
-15,020
-9% -$312K 0.06% 142
2021
Q2 		$3.29M Buy
164,600
+20,440
+14% +$328K 0.08% 132
2021
Q1 		$1.92M Sell
144,160
-4,320
-3% -$58.1K 0.09% 151
2020
Q4 		$1.94M Buy
148,480
+31,920
+27% +$427K 0.1% 147
2020
Q3 		$1.58M Buy
116,560
+1,880
+2% +$21.9K 0.12% 134
2020
Q2 		$1.09M Sell
114,680
-27,200
-19% -$220K 0.1% 141
2020
Q1 		$935K Buy
141,880
+9,080
+7% +$57.3K 0.09% 171
2019
Q4 		$781K Sell
132,800
-440
-0.3% -$2.29K 0.07% 193
2019
Q3 		$580K Sell
133,240
-9,640
-7% -$40.6K 0.06% 211
2019
Q2 		$587K Buy
142,880
+51,320
+56% +$213K 0.06% 220
2019
Q1 		$411K Sell
91,560
-7,720
-8% -$30K 0.05% 260
2018
Q4 		$331K Buy
99,280
+21,200
+27% +$101K 0.05% 253
2018
Q3 		$549K Sell
78,080
-2,240
-3% -$14.6K 0.08% 179
2018
Q2 		$476K Buy
80,320
+3,280
+4% +$19.9K 0.08% 185
2018
Q1 		$446K Buy
77,040
+1,440
+2% +$8.46K 0.09% 180
2017
Q4 		$366K Buy
75,600
+14,240
+23% +$70.7K 0.08% 204
2017
Q3 		$274K Buy
61,360
+3,320
+6% +$13.8K 0.07% 236
2017
Q2 		$210K Buy
+58,040
New +$184K 0.05% 277

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Buckingham Strategic Wealth's NVDA Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its NVIDIA (NVDA) stake by 11% in Q2 2024, buying an estimated $3.12M and bringing the position to 298,957 shares worth $36.9M. The position accounts for 0.38% of the portfolio, ranked #42.

Buckingham Strategic Wealth first reported a position in NVDA in Q2 2017 and has held it in 29 quarters since. 4,543 funds tracked by Wall St. Rank hold NVDA as of Q2 2024.

  • Buckingham Strategic Wealth held 298,957 shares of NVIDIA worth $36.9M as of Q2 2024.
  • Buckingham Strategic Wealth bought 30,817 NVIDIA shares in Q2 2024, an estimated $3.12M.
  • NVIDIA made up 0.38% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #42 holding.
  • Buckingham Strategic Wealth first reported a position in NVIDIA in Q2 2017 and has held it in 29 quarters since.
  • 4,543 funds tracked by Wall St. Rank held NVIDIA as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.