EWM
NVDA icon

Executive Wealth Management’s NVIDIA NVDA Stock Holding History

Executive 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 		$25.1M Sell
186,591
-12,939
-6% -$1.78M 1.96% 9
2024
Q3 		$24.2M Sell
199,530
-13,230
-6% -$1.56M 1.9% 11
2024
Q2 		$26.3M Sell
212,760
-8,600
-4% -$869K 4.82% 5
2024
Q1 		$20M Sell
221,360
-36,390
-14% -$2.64M 1.75% 13
2023
Q4 		$12.8M Buy
257,750
+10,410
+4% +$482K 1.2% 19
2023
Q3 		$10.8M Buy
247,340
+12,880
+5% +$577K 1.11% 19
2023
Q2 		$9.92M Sell
234,460
-7,220
-3% -$240K 1.03% 24
2023
Q1 		$6.71M Sell
241,680
-36,470
-13% -$789K 0.74% 42
2022
Q4 		$4.06M Buy
278,150
+242,760
+686% +$3.56M 0.5% 63
2022
Q3 		$3.54K Sell
35,390
-211,650
-86% -$3.35M 0.49% 63
2022
Q2 		$3.74M Sell
247,040
-71,470
-22% -$1.35M 0.5% 60
2022
Q1 		$8.69M Sell
318,510
-5,380
-2% -$135K 0.94% 23
2021
Q4 		$9.53M Sell
323,890
-43,740
-12% -$1.2M 0.95% 27
2021
Q3 		$7.62M Buy
367,630
+6,510
+2% +$135K 0.84% 28
2021
Q2 		$7.22M Buy
361,120
+41,440
+13% +$664K 0.79% 30
2021
Q1 		$4.27M Buy
319,680
+46,800
+17% +$629K 0.5% 65
2020
Q4 		$3.56M Buy
272,880
+41,360
+18% +$554K 0.44% 60
2020
Q3 		$3.13M Buy
231,520
+280
+0.1% +$3.26K 0.43% 55
2020
Q2 		$2.2M Sell
231,240
-38,920
-14% -$315K 0.33% 55
2020
Q1 		$1.78M Sell
270,160
-96,440
-26% -$608K 0.32% 57
2019
Q4 		$2.15M Sell
366,600
-33,880
-8% -$176K 0.29% 61
2019
Q3 		$1.74M Sell
400,480
-14,480
-3% -$60.9K 0.26% 61
2019
Q2 		$1.7M Buy
414,960
+48,240
+13% +$200K 0.24% 72
2019
Q1 		$1.65M Buy
366,720
+117,360
+47% +$455K 0.29% 61
2018
Q4 		$832K Buy
+249,360
New +$1.19M 0.15% 85

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

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

Executive Wealth Management reduced its NVIDIA (NVDA) stake by 6.5% in Q4 2024, selling an estimated $1.78M and leaving 186,591 shares worth $25.1M. The position accounts for 1.96% of the portfolio, ranked #9.

Executive Wealth Management first reported a position in NVDA in Q4 2018 and has held it in 25 quarters since. The position peaked at $26.3M in Q2 2024. 5,192 funds tracked by Wall St. Rank hold NVDA as of Q4 2024.

  • Executive Wealth Management held 186,591 shares of NVIDIA worth $25.1M as of Q4 2024.
  • Executive Wealth Management sold 12,939 NVIDIA shares in Q4 2024, an estimated $1.78M.
  • NVIDIA made up 1.96% of Executive Wealth Management's portfolio in Q4 2024, its #9 holding.
  • Executive Wealth Management first reported a position in NVIDIA in Q4 2018 and has held it in 25 quarters since.
  • Executive Wealth Management's NVIDIA position peaked at $26.3M in Q2 2024.
  • 5,192 funds tracked by Wall St. Rank held NVIDIA as of Q4 2024.

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