Ownership history in Selective Wealth Management, Inc. · 24 quarters on record
This page tracks every 13F SEC filing in which Selective Wealth Management, Inc. reported a position in NVIDIA CORP (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 12,868 | -721 | -5.3% | 0.75% | $2.4M | $186.49 |
| 2025 Q3 | ADDED | 13,589 | +2,301 | +20.4% | 0.81% | $2.5M | $186.56 |
| 2025 Q2 | ADDED | 11,288 | +2,926 | +35.0% | 0.67% | $1.8M | $157.96 |
| 2025 Q1 | ADDED | 8,362 | +278 | +3.4% | 0.40% | $928K | $108.35 |
| 2024 Q4 | REDUCED | 8,084 | -205 | -2.5% | 0.43% | $1.1M | $134.25 |
| 2024 Q3 | REDUCED | 8,289 | -1,315 | -13.7% | 0.46% | $1.1M | $121.39 |
| 2024 Q2 | ADDED | 9,604 | +8,710 | +974.3% | 0.56% | $1.3M | $123.48 |
| 2024 Q1 | ADDED | 894 | +5 | +0.6% | 0.34% | $778K | $90.31 |
| 2023 Q4 | ADDED | 889 | +27 | +3.1% | 0.21% | $427K | $49.49 |
| 2023 Q3 | REDUCED | 862 | -16 | -1.8% | 0.21% | $380K | $43.47 |
As of 2025 Q4 — sorted by position size