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Levy Wealth Management Group’s NVIDIA NVDA Stock Holding History

Levy Wealth Management Group’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
Q2 		$1.51M Buy
12,204
+1,214
+11% +$123K 0.39% 32
2024
Q1 		$544K Hold
10,990
– – 0.15% 52
2023
Q4 		$544K Buy
10,990
+230
+2% +$10.7K 0.15% 52
2023
Q3 		$468K Hold
10,760
– – 0.15% 60
2023
Q2 		$455K Sell
10,760
-710
-6% -$23.6K 0.13% 61
2023
Q1 		$319K Buy
+11,470
New +$248K 0.1% 77

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Levy Wealth Management Group's NVDA Position: Q2 2024 in Review

Levy Wealth Management Group increased its NVIDIA (NVDA) stake by 11% in Q2 2024, buying an estimated $123K and bringing the position to 12,204 shares worth $1.51M. The position accounts for 0.39% of the portfolio, ranked #32.

Levy Wealth Management Group first reported a position in NVDA in Q1 2023 and has held it in 6 quarters since. 4,552 funds tracked by Wall St. Rank hold NVDA as of Q2 2024.

  • Levy Wealth Management Group held 12,204 shares of NVIDIA worth $1.51M as of Q2 2024.
  • Levy Wealth Management Group bought 1,214 NVIDIA shares in Q2 2024, an estimated $123K.
  • NVIDIA made up 0.39% of Levy Wealth Management Group's portfolio in Q2 2024, its #32 holding.
  • Levy Wealth Management Group first reported a position in NVIDIA in Q1 2023 and has held it in 6 quarters since.
  • 4,552 funds tracked by Wall St. Rank held NVIDIA as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.