NVDA β€” NVIDIA CORP

Ownership history in PATRICK M SWEENEY & ASSOCIATES, INC  Β·  9 quarters on record

AI Ownership Summary

PATRICK M SWEENEY & ASSOCIATES, INC reported NVIDIA CORP (NVDA) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.93% in 2025 Q4. The latest visible filing shows NVDA at 0.93% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NVDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PATRICK M SWEENEY & ASSOCIATES, INC's position in NVIDIA CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NVDA was reported at 0.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.93% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PATRICK M SWEENEY & ASSOCIATES, INC held NVDA β€” position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 7,990 +2,847 +55.4% 0.93% $1.5M 2026-02-14 (Est.) $182.80
2025 Q3 ADDED 5,143 +1 +0.0% 0.62% $960K 2025-11-12 $193.78
2025 Q2 REDUCED 5,142 -12 -0.2% 0.56% $819K 2025-08-13 $181.56
2025 Q1 REDUCED 5,154 -1,540 -23.0% 0.42% $559K 2025-04-14 $110.68
2024 Q4 REDUCED 6,694 -118 -1.7% 0.67% $899K 2025-01-22 $147.02
2024 Q3 ADDED 6,812 +1,482 +27.8% 0.61% $827K 2024-10-22 $143.53
2024 Q2 ADDED 5,330 +4,792 +890.7% 0.53% $658K 2024-07-17 $117.93
2024 Q1 REDUCED 538 -20 -3.6% 0.40% $486K 2024-04-25 $82.59
2023 Q4 INITIATED 558 β€” β€” 0.25% $276K 2024-02-06 $68.18

FAQ About PATRICK M SWEENEY & ASSOCIATES, INC and NVDA

These are the practical questions this page is built to answer before you even open the full history table.

How long has PATRICK M SWEENEY & ASSOCIATES, INC reported owning NVDA?

PATRICK M SWEENEY & ASSOCIATES, INC reported NVDA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NVDA position in PATRICK M SWEENEY & ASSOCIATES, INC's portfolio?

The largest reported portfolio weight for NVDA was 0.93% in 2025 Q4.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2025 Q4, when PATRICK M SWEENEY & ASSOCIATES, INC reported 7,990 shares, equal to 0.93% of portfolio, with an estimated market value of $1.5M.

What does the chart on this NVDA ownership page compare?

The chart compares PATRICK M SWEENEY & ASSOCIATES, INC's quarterly NVDA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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