Waverly Advisors’s NVIDIA NVDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $232M | Buy |
1,328,418
+122,657
| +10% | +$22.5M | 1.74% | 5 |
|
|
2025
Q4 | $225M | Buy |
1,205,761
+263,982
| +28% | +$49.1M | 1.82% | 6 |
|
|
2025
Q3 | $176M | Buy |
941,779
+38,807
| +4% | +$6.76M | 1.75% | 6 |
|
|
2025
Q2 | $143M | Sell |
902,972
-630
| -0.1% | -$79.3K | 1.57% | 8 |
|
|
2025
Q1 | $97.9M | Buy |
903,602
+188,885
| +26% | +$23.9M | 1.19% | 12 |
|
|
2024
Q4 | $96M | Buy |
714,717
+440,078
| +160% | +$60.7M | 1.49% | 9 |
|
|
2024
Q3 | $33.4M | Sell |
274,639
-2,321
| -0.8% | -$274K | 0.62% | 29 |
|
|
2024
Q2 | $34.2M | Buy |
276,960
+88,800
| +47% | +$8.98M | 0.67% | 28 |
|
|
2024
Q1 | $17M | Buy |
188,160
+61,020
| +48% | +$4.42M | 0.4% | 51 |
|
|
2023
Q4 | $6.3M | Buy |
127,140
+8,740
| +7% | +$405K | 0.24% | 69 |
|
|
2023
Q3 | $5.15M | Buy |
118,400
+9,880
| +9% | +$443K | 0.22% | 82 |
|
|
2023
Q2 | $4.59M | Buy |
108,520
+6,560
| +6% | +$218K | 0.2% | 80 |
|
|
2023
Q1 | $2.83M | Buy |
101,960
+14,520
| +17% | +$314K | 0.15% | 85 |
|
|
2022
Q4 | $1.28M | Buy |
87,440
+17,990
| +26% | +$264K | 0.07% | 119 |
|
|
2022
Q3 | $843K | Sell |
69,450
-2,260
| -3% | -$35.7K | 0.06% | 121 |
|
|
2022
Q2 | $1.09M | Buy |
71,710
+3,290
| +5% | +$62.1K | 0.1% | 78 |
|
|
2022
Q1 | $1.87M | Sell |
68,420
-560
| -0.8% | -$14K | 0.16% | 53 |
|
|
2021
Q4 | $1.65M | Buy |
68,980
+9,010
| +15% | +$248K | 0.14% | 56 |
|
|
2021
Q3 | $1.82M | Sell |
59,970
-178,150
| -75% | -$3.7M | 0.16% | 54 |
|
|
2021
Q2 | $1.2M | Buy |
238,120
+177,720
| +294% | +$2.85M | 0.11% | 67 |
|
|
2021
Q1 | $883K | Buy |
60,400
+4,200
| +7% | +$56.5K | 0.09% | 71 |
|
|
2020
Q4 | $857K | Buy |
56,200
+1,920
| +4% | +$25.7K | 0.09% | 72 |
|
|
2020
Q3 | $680K | Sell |
54,280
-3,280
| -6% | -$38.2K | 0.09% | 74 |
|
|
2020
Q2 | $659K | Sell |
57,560
-3,080
| -5% | -$24.9K | 0.09% | 76 |
|
|
2020
Q1 | $400K | Buy |
60,640
+1,240
| +2% | +$7.82K | 0.07% | 87 |
|
|
2019
Q4 | $378K | Sell |
59,400
-9,680
| -14% | -$50.3K | 0.05% | 96 |
|
|
2019
Q3 | $301K | Sell |
69,080
-1,840
| -3% | -$7.74K | 0.04% | 106 |
|
|
2019
Q2 | $291K | Buy |
70,920
+6,720
| +10% | +$27.9K | 0.04% | 101 |
|
|
2019
Q1 | $288K | Buy |
+64,200
| New | +$249K | 0.04% | 98 |
|
|
2018
Q4 | – | Sell |
-124,120
| Closed | -$872K | – | 180 |
|
|
2018
Q3 | $872K | Buy |
124,120
+14,000
| +13% | +$91K | 0.13% | 91 |
|
|
2018
Q2 | $652K | Hold |
110,120
| – | – | 0.1% | 104 |
|
|
2018
Q1 | $638K | Buy |
110,120
+43,280
| +65% | +$254K | 0.1% | 106 |
|
|
2017
Q4 | $323K | Buy |
66,840
+12,240
| +22% | +$60.8K | 0.05% | 188 |
|
|
2017
Q3 | $244K | Buy |
+54,600
| New | +$227K | 0.05% | 195 |
|
|
2014
Q4 | – | Sell |
-260,000
| Closed | -$120K | – | 595 |
|
|
2014
Q3 | $120K | Hold |
260,000
| – | – | 0.06% | 118 |
|
|
2014
Q2 | $121K | Hold |
260,000
| – | – | 0.05% | 129 |
|
|
2014
Q1 | $116K | Sell |
260,000
-108,000
| -29% | -$46.2K | 0.05% | 131 |
|
|
2013
Q4 | $147K | Buy |
368,000
+260,000
| +241% | +$101K | 0.05% | 178 |
|
|
2013
Q3 | $42K | Buy |
+108,000
| New | +$40.2K | 0.02% | 275 |
|
Other funds holding NVDA
VCM
VPM
