GW
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GW & Wade’s NVIDIA NVDA Stock Holding History

GW & Wade’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
2023
Q4 		$17.2M Buy
346,940
+12,000
+4% +$556K 0.56% 52
2023
Q3 		$14.6M Buy
334,940
+1,440
+0.4% +$64.5K 0.54% 56
2023
Q2 		$14.1M Buy
333,500
+9,730
+3% +$323K 0.51% 59
2023
Q1 		$8.99M Buy
323,770
+21,650
+7% +$469K 0.35% 70
2022
Q4 		$4.42M Buy
302,120
+22,020
+8% +$323K 0.18% 101
2022
Q3 		$3.4M Buy
280,100
+34,970
+14% +$553K 0.17% 100
2022
Q2 		$3.72M Buy
245,130
+7,790
+3% +$147K 0.17% 99
2022
Q1 		$6.48M Buy
237,340
+23,570
+11% +$591K 0.28% 74
2021
Q4 		$6.29M Buy
213,770
+14,540
+7% +$400K 0.27% 75
2021
Q3 		$4.13M Buy
199,230
+10,310
+5% +$214K 0.2% 85
2021
Q2 		$3.78M Sell
188,920
-2,360
-1% -$37.8K 0.18% 92
2021
Q1 		$2.55M Buy
191,280
+96,240
+101% +$1.29M 0.14% 103
2020
Q4 		$1.24M Buy
95,040
+41,960
+79% +$562K 0.08% 130
2020
Q3 		$718K Sell
53,080
-5,000
-9% -$58.2K 0.05% 132
2020
Q2 		$552K Buy
58,080
+3,880
+7% +$31.4K 0.05% 141
2020
Q1 		$357K Buy
54,200
+6,320
+13% +$39.9K 0.03% 155
2019
Q4 		$282K Buy
47,880
+440
+0.9% +$2.29K 0.02% 202
2019
Q3 		$206K Buy
+47,440
New +$200K 0.02% 219

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GW & Wade's NVDA Position: Q4 2023 in Review

GW & Wade increased its NVIDIA (NVDA) stake by 3.6% in Q4 2023, buying an estimated $556K and bringing the position to 346,940 shares worth $17.2M. The position accounts for 0.56% of the portfolio, ranked #52.

GW & Wade first reported a position in NVDA in Q3 2019 and has held it in 18 quarters since. 4,024 funds tracked by Wall St. Rank hold NVDA as of Q4 2023.

  • GW & Wade held 346,940 shares of NVIDIA worth $17.2M as of Q4 2023.
  • GW & Wade bought 12,000 NVIDIA shares in Q4 2023, an estimated $556K.
  • NVIDIA made up 0.56% of GW & Wade's portfolio in Q4 2023, its #52 holding.
  • GW & Wade first reported a position in NVIDIA in Q3 2019 and has held it in 18 quarters since.
  • 4,024 funds tracked by Wall St. Rank held NVIDIA as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.