Dorchester Wealth Management’s NVIDIA NVDA Stock Holding History

Dorchester 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	$2.6M	Buy	+19,324	New	+$2.66M	0.52%	46
2024 Q3	–	Sell	-18,160	Closed	-$2.24M	–	169
2024 Q2	$2.24M	Buy	18,160 +2,460	+16%	+$249K	0.43%	54
2024 Q1	$1.42M	Sell	15,700 -1,800	-10%	-$130K	0.26%	64
2023 Q4	$867K	Hold	17,500	–	–	0.16%	82
2023 Q3	$761K	Hold	17,500	–	–	0.15%	85
2023 Q2	$740K	Sell	17,500 -6,130	-26%	-$204K	0.15%	78
2023 Q1	$656K	Buy	+23,630	New	+$511K	0.14%	87
2022 Q4	–	Sell	-21,220	Closed	-$258K	–	153
2022 Q3	$258K	Buy	21,220 +3,000	+16%	+$47.4K	0.06%	130
2022 Q2	$276K	Sell	18,220 -7,210	-28%	-$136K	0.06%	130
2022 Q1	$867K	Buy	25,430 +2,700	+12%	+$67.7K	0.14%	77
2021 Q4	$669K	Buy	22,730 +30	+0.1%	+$825	0.13%	80
2021 Q3	$470K	Buy	22,700 +2,700	+14%	+$56.1K	0.12%	89
2021 Q2	$400K	Buy	+20,000	New	+$321K	0.09%	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

Dorchester Wealth Management's NVDA Position: Q4 2024 in Review

Dorchester Wealth Management opened a new position in NVIDIA (NVDA) in Q4 2024: 19,324 shares worth $2.6M. The stake represents 0.52% of the portfolio and ranks #46 among its holdings. This is a return to the name: Dorchester Wealth Management previously reported a position in NVDA as recently as Q2 2024.

Dorchester Wealth Management first reported a position in NVDA in Q2 2021 and has held it in 13 quarters since. 5,192 funds tracked by Wall St. Rank hold NVDA as of Q4 2024.

Dorchester Wealth Management held 19,324 shares of NVIDIA worth $2.6M as of Q4 2024.
NVIDIA was a new Dorchester Wealth Management position in Q4 2024.
NVIDIA made up 0.52% of Dorchester Wealth Management's portfolio in Q4 2024, its #46 holding.
Dorchester Wealth Management first reported a position in NVIDIA in Q2 2021 and has held it in 13 quarters since.
5,192 funds tracked by Wall St. Rank held NVIDIA as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.