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Merriman Wealth Management’s NVIDIA NVDA Stock Holding History

Merriman 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 		$11.6M Sell
86,689
-70
-0.1% -$9.65K 0.48% 28
2024
Q3 		$10.5M Buy
86,759
+4,067
+5% +$480K 0.43% 29
2024
Q2 		$10.2M Sell
82,692
-8,448
-9% -$854K 0.45% 27
2024
Q1 		$8.23M Sell
91,140
-20,900
-19% -$1.51M 0.37% 30
2023
Q4 		$5.55M Sell
112,040
-14,480
-11% -$671K 0.27% 47
2023
Q3 		$5.5M Sell
126,520
-1,840
-1% -$82.4K 0.28% 38
2023
Q2 		$5.43M Buy
128,360
+25,810
+25% +$857K 0.27% 48
2023
Q1 		$2.85M Buy
102,550
+85,890
+516% +$1.86M 0.15% 56
2022
Q4 		$243K Sell
16,660
-6,220
-27% -$91.2K 0.01% 184
2022
Q3 		$278K Sell
22,880
-4,260
-16% -$67.3K 0.02% 137
2022
Q2 		$411K Sell
27,140
-3,630
-12% -$68.5K 0.03% 110
2022
Q1 		$840K Buy
30,770
+11,100
+56% +$278K 0.07% 91
2021
Q4 		$579K Buy
19,670
+800
+4% +$22K 0.04% 136
2021
Q3 		$391K Buy
+18,870
New +$392K 0.03% 153
2018
Q4 		– Sell
-76,600
Closed -$538K – 201
2018
Q3 		$538K Sell
76,600
-10,200
-12% -$66.3K 0.11% 107
2018
Q2 		$514K Sell
86,800
-4,800
-5% -$29.2K 0.12% 106
2018
Q1 		$530K Sell
91,600
-84,880
-48% -$499K 0.14% 116
2017
Q4 		$854K Buy
176,480
+63,400
+56% +$315K 0.21% 91
2017
Q3 		$505K Buy
113,080
+22,040
+24% +$91.6K 0.12% 107
2017
Q2 		$329K Buy
+91,040
New +$289K 0.09% 94

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

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

Merriman Wealth Management reduced its NVIDIA (NVDA) stake by 0.08% in Q4 2024, selling an estimated $9.65K and leaving 86,689 shares worth $11.6M. The position accounts for 0.48% of the portfolio, ranked #28.

Merriman Wealth Management first reported a position in NVDA in Q2 2017 and has held it in 20 quarters since. 5,193 funds tracked by Wall St. Rank hold NVDA as of Q4 2024.

  • Merriman Wealth Management held 86,689 shares of NVIDIA worth $11.6M as of Q4 2024.
  • Merriman Wealth Management sold 70 NVIDIA shares in Q4 2024, an estimated $9.65K.
  • NVIDIA made up 0.48% of Merriman Wealth Management's portfolio in Q4 2024, its #28 holding.
  • Merriman Wealth Management first reported a position in NVIDIA in Q2 2017 and has held it in 20 quarters since.
  • 5,193 funds tracked by Wall St. Rank held NVIDIA as of Q4 2024.

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