Cassady Schiller Wealth Management’s NVIDIA NVDA Stock Holding History

Cassady Schiller 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 Q4	$927K	Buy	6,904 +1,192	+21%	+$164K	0.34%	48
2024 Q3	$694K	Sell	5,712 -20	-0.3%	-$2.36K	0.25%	55
2024 Q2	$708K	Buy	5,732 +32	+0.6%	+$3.23K	0.29%	54
2024 Q1	$515K	Buy	5,700 +310	+6%	+$22.5K	0.23%	64
2023 Q4	$267K	Hold	5,390	–	–	0.13%	86
2023 Q3	$235K	Hold	5,390	–	–	0.13%	90
2023 Q2	$228K	Buy	5,390 +410	+8%	+$13.6K	0.12%	95
2023 Q1	$138K	Hold	4,980	–	–	0.07%	123
2022 Q4	$72.8K	Buy	+4,980	New	+$73K	0.04%	160
2022 Q1	–	Sell	-5,500	Closed	-$162K	–	435
2021 Q4	$162K	Buy	+5,500	New	+$151K	0.1%	110

Other funds holding NVDA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassady Schiller Wealth Management's NVDA Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its NVIDIA (NVDA) stake by 21% in Q4 2024, buying an estimated $164K and bringing the position to 6,904 shares worth $927K. The position accounts for 0.34% of the portfolio, ranked #48.

Cassady Schiller Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 10 quarters since. 5,192 funds tracked by Wall St. Rank hold NVDA as of Q4 2024.

Cassady Schiller Wealth Management held 6,904 shares of NVIDIA worth $927K as of Q4 2024.
Cassady Schiller Wealth Management bought 1,192 NVIDIA shares in Q4 2024, an estimated $164K.
NVIDIA made up 0.34% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #48 holding.
Cassady Schiller Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 10 quarters since.
5,192 funds tracked by Wall St. Rank held NVIDIA as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.