Kolinsky Wealth Management’s NVIDIA NVDA Stock Holding History

Kolinsky 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	$4.65M	Buy	34,614 +1,492	+5%	+$206K	2.84%	8
2024 Q3	$4.02M	Buy	33,122 +875	+3%	+$103K	2.62%	7
2024 Q2	$3.98M	Buy	32,247 +207	+0.6%	+$20.9K	2.85%	7
2024 Q1	$2.9M	Buy	32,040 +7,190	+29%	+$521K	2.21%	7
2023 Q4	$1.23M	Sell	24,850 -1,210	-5%	-$56.1K	1.08%	13
2023 Q3	$1.13M	Buy	26,060 +1,570	+6%	+$70.3K	1.13%	12
2023 Q2	$1,000K	Buy	24,490 +2,730	+13%	+$90.6K	0.95%	13
2023 Q1	$605K	Buy	21,760 +1,730	+9%	+$37.4K	0.64%	25
2022 Q4	$293K	Sell	20,030 -3,160	-14%	-$46.3K	0.33%	78
2022 Q3	$282K	Sell	23,190 -8,540	-27%	-$135K	0.35%	71
2022 Q2	$481K	Sell	31,730 -2,420	-7%	-$45.7K	0.57%	34
2022 Q1	$932K	Buy	34,150 +2,430	+8%	+$60.9K	0.91%	16
2021 Q4	$933K	Buy	+31,720	New	+$873K	0.86%	16

Other funds holding NVDA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Kolinsky Wealth Management increased its NVIDIA (NVDA) stake by 4.5% in Q4 2024, buying an estimated $206K and bringing the position to 34,614 shares worth $4.65M. The position accounts for 2.84% of the portfolio, ranked #8.

Kolinsky Wealth Management first reported a position in NVDA in Q4 2021 and has held it in 13 quarters since. 5,200 funds tracked by Wall St. Rank hold NVDA as of Q4 2024.

Kolinsky Wealth Management held 34,614 shares of NVIDIA worth $4.65M as of Q4 2024.
Kolinsky Wealth Management bought 1,492 NVIDIA shares in Q4 2024, an estimated $206K.
NVIDIA made up 2.84% of Kolinsky Wealth Management's portfolio in Q4 2024, its #8 holding.
Kolinsky Wealth Management first reported a position in NVIDIA in Q4 2021 and has held it in 13 quarters since.
5,200 funds tracked by Wall St. Rank held NVIDIA as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.