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Marcum Wealth’s NVIDIA NVDA Stock Holding History

Marcum Wealth’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
2025
Q1 		$9.06M Sell
83,594
-640
-0.8% -$81.1K 0.78% 20
2024
Q4 		$11.3M Buy
84,234
+282
+0.3% +$38.9K 0.98% 19
2024
Q3 		$10.2M Sell
83,952
-1,235
-1% -$146K 0.95% 17
2024
Q2 		$10.5M Buy
85,187
+1,027
+1% +$104K 1.06% 16
2024
Q1 		$7.6M Sell
84,160
-7,330
-8% -$531K 0.77% 17
2023
Q4 		$4.53M Sell
91,490
-3,240
-3% -$150K 0.48% 23
2023
Q3 		$4.12M Buy
94,730
+21,540
+29% +$965K 0.5% 23
2023
Q2 		$3.1M Sell
73,190
-35,010
-32% -$1.16M 0.36% 25
2023
Q1 		$3.01M Buy
108,200
+28,370
+36% +$614K 0.38% 26
2022
Q4 		$1.17M Sell
79,830
-5,320
-6% -$78K 0.15% 73
2022
Q3 		$1.03M Buy
85,150
+22,690
+36% +$359K 0.16% 77
2022
Q2 		$947K Buy
62,460
+15,420
+33% +$291K 0.14% 92
2022
Q1 		$1.28M Buy
47,040
+3,900
+9% +$97.8K 0.18% 75
2021
Q4 		$1.27M Buy
43,140
+2,250
+6% +$61.9K 0.18% 82
2021
Q3 		$847K Buy
40,890
+4,170
+11% +$86.6K 0.13% 108
2021
Q2 		$734K Buy
36,720
+1,240
+3% +$19.9K 0.12% 123
2021
Q1 		$474K Buy
+35,480
New +$477K 0.08% 154

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Marcum Wealth's NVDA Position: Q1 2025 in Review

Marcum Wealth reduced its NVIDIA (NVDA) stake by 0.76% in Q1 2025, selling an estimated $81.1K and leaving 83,594 shares worth $9.06M. The position accounts for 0.78% of the portfolio, ranked #20.

Marcum Wealth first reported a position in NVDA in Q1 2021 and has held it in 17 quarters since. The position peaked at $11.3M in Q4 2024. 5,129 funds tracked by Wall St. Rank hold NVDA as of Q1 2025.

  • Marcum Wealth held 83,594 shares of NVIDIA worth $9.06M as of Q1 2025.
  • Marcum Wealth sold 640 NVIDIA shares in Q1 2025, an estimated $81.1K.
  • NVIDIA made up 0.78% of Marcum Wealth's portfolio in Q1 2025, its #20 holding.
  • Marcum Wealth first reported a position in NVIDIA in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's NVIDIA position peaked at $11.3M in Q4 2024.
  • 5,129 funds tracked by Wall St. Rank held NVIDIA as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.