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Peninsula Wealth’s NVIDIA NVDA Stock Holding History

Peninsula 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
2024
Q4 		$23M Sell
170,936
-984
-0.6% -$136K 3.91% 7
2024
Q3 		$23.3M Buy
171,920
+870
+0.5% +$103K 4.08% 7
2024
Q2 		$22.1M Sell
171,050
-10,850
-6% -$1.1M 4.13% 7
2024
Q1 		$16.4M Sell
181,900
-240
-0.1% -$17.4K 3.28% 8
2023
Q4 		$9.02M Sell
182,140
-16,930
-9% -$785K 1.86% 12
2023
Q3 		$8.56M Buy
199,070
+3,330
+2% +$149K 2% 11
2023
Q2 		$8.28M Buy
195,740
+510
+0.3% +$16.9K 2.16% 10
2023
Q1 		$5.42M Buy
195,230
+1,160
+0.6% +$25.1K 1.57% 13
2022
Q4 		$2.84M Buy
194,070
+2,500
+1% +$36.7K 0.89% 19
2022
Q3 		$2.33M Sell
191,570
-6,630
-3% -$105K 0.82% 18
2022
Q2 		$3M Sell
198,200
-3,140
-2% -$59.3K 1.02% 17
2022
Q1 		$5.49M Buy
201,340
+4,170
+2% +$105K 1.56% 14
2021
Q4 		$5.8M Buy
197,170
+230
+0.1% +$6.33K 1.56% 14
2021
Q3 		$4.08M Buy
+196,940
New +$4.09M 1.3% 15
2020
Q4 		– Sell
-200,720
Closed -$2.72M – 41
2020
Q3 		$2.72M Buy
200,720
+160
+0.1% +$1.86K 1.16% 16
2020
Q2 		$1.91M Sell
200,560
-39,600
-16% -$320K 0.89% 16
2020
Q1 		$1.58M Buy
240,160
+42,040
+21% +$265K 0.89% 17
2019
Q4 		$1.17M Sell
198,120
-5,560
-3% -$28.9K 0.54% 13
2019
Q3 		$887K Buy
203,680
+160
+0.1% +$673 0.44% 13
2019
Q2 		$835K Sell
203,520
-840
-0.4% -$3.48K 0.43% 14
2019
Q1 		$917K Buy
204,360
+240
+0.1% +$931 0.51% 14
2018
Q4 		$681K Sell
204,120
-6,000
-3% -$28.7K 0.42% 15
2018
Q3 		$1.48M Sell
210,120
-31,720
-13% -$206K 0.8% 11
2018
Q2 		$1.43M Buy
241,840
+1,160
+0.5% +$7.05K 0.84% 10
2018
Q1 		$1.39M Buy
+240,680
New +$1.41M 0.83% 10

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

Peninsula Wealth's NVDA Position: Q4 2024 in Review

Peninsula Wealth reduced its NVIDIA (NVDA) stake by 0.57% in Q4 2024, selling an estimated $136K and leaving 170,936 shares worth $23M. The position accounts for 3.91% of the portfolio, ranked #7.

Peninsula Wealth first reported a position in NVDA in Q1 2018 and has held it in 25 quarters since. The position peaked at $23.3M in Q3 2024. 5,192 funds tracked by Wall St. Rank hold NVDA as of Q4 2024.

  • Peninsula Wealth held 170,936 shares of NVIDIA worth $23M as of Q4 2024.
  • Peninsula Wealth sold 984 NVIDIA shares in Q4 2024, an estimated $136K.
  • NVIDIA made up 3.91% of Peninsula Wealth's portfolio in Q4 2024, its #7 holding.
  • Peninsula Wealth first reported a position in NVIDIA in Q1 2018 and has held it in 25 quarters since.
  • Peninsula Wealth's NVIDIA position peaked at $23.3M in Q3 2024.
  • 5,192 funds tracked by Wall St. Rank held NVIDIA as of Q4 2024.

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