Madison Wealth Management’s NVIDIA NVDA Stock Holding History

Madison 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
2023 Q3	$408K	Hold	9,380	–	–	0.09%	119
2023 Q2	$397K	Hold	9,380	–	–	0.08%	119
2023 Q1	$261K	Buy	+9,380	New	+$203K	0.06%	141
2022 Q4	–	Sell	-29,060	Closed	-$353K	–	165
2022 Q3	$353K	Sell	29,060 -1,620	-5%	-$25.6K	0.09%	124
2022 Q2	$465K	Sell	30,680 -70	-0.2%	-$1.32K	0.11%	114
2022 Q1	$839K	Buy	30,750 +2,430	+9%	+$60.9K	0.18%	99
2021 Q4	$833K	Sell	28,320 -1,140	-4%	-$31.4K	0.17%	94
2021 Q3	$610K	Sell	29,460 -900	-3%	-$18.7K	0.13%	105
2021 Q2	$607K	Buy	30,360 +2,280	+8%	+$36.5K	0.13%	104
2021 Q1	$375K	Buy	28,080 +5,920	+27%	+$79.6K	0.09%	116
2020 Q4	$289K	Buy	22,160 +1,480	+7%	+$19.8K	0.08%	124
2020 Q3	$280K	Buy	+20,680	New	+$241K	0.08%	117

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Madison Wealth Management's NVDA Position: Q3 2023 in Review

Madison Wealth Management held its NVIDIA (NVDA) position steady in Q3 2023 at 9,380 shares worth $408K. The position accounts for 0.09% of the portfolio, ranked #119.

Madison Wealth Management first reported a position in NVDA in Q3 2020 and has held it in 12 quarters since. The position peaked at $839K in Q1 2022. 3,679 funds tracked by Wall St. Rank hold NVDA as of Q3 2023.

Madison Wealth Management held 9,380 shares of NVIDIA worth $408K as of Q3 2023.
Madison Wealth Management left its NVIDIA share count unchanged in Q3 2023.
NVIDIA made up 0.09% of Madison Wealth Management's portfolio in Q3 2023, its #119 holding.
Madison Wealth Management first reported a position in NVIDIA in Q3 2020 and has held it in 12 quarters since.
Madison Wealth Management's NVIDIA position peaked at $839K in Q1 2022.
3,679 funds tracked by Wall St. Rank held NVIDIA as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.