Householder Group Estate & Retirement Specialist’s NVIDIA NVDA Stock Holding History

Householder Group Estate & Retirement Specialist’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	$3.77M	Sell	28,071 -34,838	-55%	-$4.8M	2.82%	7
2024 Q3	$7.68M	Sell	62,909 -35,359	-36%	-$4.18M	2.24%	7
2024 Q2	$12.2M	Buy	98,268 +17,438	+22%	+$1.76M	3.42%	4
2024 Q1	$7.3M	Buy	80,830 +780	+1%	+$56.5K	2.17%	9
2023 Q4	$3.96M	Buy	80,050 +11,500	+17%	+$533K	1.3%	12
2023 Q3	$2.98M	Buy	+68,550	New	+$3.07M	1.07%	16
2023 Q1	$1.61M	Buy	57,970 +10,940	+23%	+$237K	0.62%	32
2022 Q4	$687K	Sell	47,030 -5,290	-10%	-$77.6K	1.03%	20
2022 Q3	$635K	Buy	52,320 +5,010	+11%	+$79.2K	0.26%	85
2022 Q2	$717K	Buy	47,310 +12,310	+35%	+$232K	0.32%	72
2022 Q1	$955K	Buy	35,000 +9,170	+36%	+$230K	0.39%	68
2021 Q4	$760K	Buy	+25,830	New	+$711K	0.28%	94

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

Householder Group Estate & Retirement Specialist's NVDA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its NVIDIA (NVDA) stake by 55% in Q4 2024, selling an estimated $4.8M and leaving 28,071 shares worth $3.77M. The position accounts for 2.82% of the portfolio, ranked #7.

Householder Group Estate & Retirement Specialist first reported a position in NVDA in Q4 2021 and has held it in 12 quarters since. The position peaked at $12.2M in Q2 2024. 5,193 funds tracked by Wall St. Rank hold NVDA as of Q4 2024.

Householder Group Estate & Retirement Specialist held 28,071 shares of NVIDIA worth $3.77M as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 34,838 NVIDIA shares in Q4 2024, an estimated $4.8M.
NVIDIA made up 2.82% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #7 holding.
Householder Group Estate & Retirement Specialist first reported a position in NVIDIA in Q4 2021 and has held it in 12 quarters since.
Householder Group Estate & Retirement Specialist's NVIDIA position peaked at $12.2M in Q2 2024.
5,193 funds tracked by Wall St. Rank held NVIDIA as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.