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Maxwell Wealth Strategies’s NVIDIA NVDA Stock Holding History

Maxwell Wealth Strategies’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 		$631K Hold
4,701
– – 0.26% 77
2024
Q3 		$658K Buy
4,701
+51
+1% +$6.02K 0.28% 76
2024
Q2 		$574K Hold
4,650
– – 0.28% 74
2024
Q1 		$514K Buy
+4,650
New +$337K 0.26% 78

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

Maxwell Wealth Strategies's NVDA Position: Q4 2024 in Review

Maxwell Wealth Strategies held its NVIDIA (NVDA) position steady in Q4 2024 at 4,701 shares worth $631K. The position accounts for 0.26% of the portfolio, ranked #77.

Maxwell Wealth Strategies first reported a position in NVDA in Q1 2024 and has held it in 4 quarters since. The position peaked at $658K in Q3 2024. 5,192 funds tracked by Wall St. Rank hold NVDA as of Q4 2024.

  • Maxwell Wealth Strategies held 4,701 shares of NVIDIA worth $631K as of Q4 2024.
  • Maxwell Wealth Strategies left its NVIDIA share count unchanged in Q4 2024.
  • NVIDIA made up 0.26% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #77 holding.
  • Maxwell Wealth Strategies first reported a position in NVIDIA in Q1 2024 and has held it in 4 quarters since.
  • Maxwell Wealth Strategies's NVIDIA position peaked at $658K in Q3 2024.
  • 5,192 funds tracked by Wall St. Rank held NVIDIA as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.