NVDA — NVIDIA CORPORATION

Ownership history in CIC Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which CIC Wealth, LLC reported a position in NVIDIA CORPORATION (NVDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.4% (2024 Q2)
Avg. % of fund
2.5%
First filed
2022 Q4
Last filed
2024 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 130,947 +1,578 +1.2% 4.11% $15.9M $121.39
2024 Q2 ADDED 129,369 +116,546 +908.9% 4.40% $16.0M $123.48
2024 Q1 REDUCED 12,823 -185 -1.4% 3.37% $11.6M $90.31
2023 Q4 ADDED 13,008 +448 +3.6% 2.04% $6.4M $49.49
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    NVDA price (monthly, adj. close)

Other funds also holding NVDA

As of 2025 Q4 — sorted by position size

Donor Advised Charitable Giving, Inc. 3Y 7Y 98.57% Discovery Value Fund 3Y 7Y 97.65% GHE, LLC 3Y 56.3% Summa Corp. 50.8% MINDSET WEALTH MANAGEMENT, LLC 46.22% Ketron Financial 44.81% One River Asset Management, LLC 37.61% Nelson Capital Management, LLC 3Y 7Y 34.93% MISHPACHA HOLDINGS CORP 33.62% HOEY INVESTMENTS, INC 3Y 32.47%
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