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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
Q1 		– Hold
0
– -$1.98M – 205
2023
Q4 		– Hold
0
– – – 75
2023
Q3 		– Hold
0
– -$3.6M – 210
2023
Q2 		– Hold
0
– – – 64
2023
Q1 		– Hold
0
– – – 77

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.