NVDA β€” NVIDIA CORPORATION

Ownership history in WADDELL & ASSOCIATES, LLC  Β·  12 quarters on record

AI Ownership Summary

WADDELL & ASSOCIATES, LLC reported NVIDIA CORPORATION (NVDA) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.77% in 2025 Q3. The latest visible filing shows NVDA at 0.69% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NVDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WADDELL & ASSOCIATES, LLC's position in NVIDIA CORPORATION, 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 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% in 2025 Q3

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 WADDELL & ASSOCIATES, LLC 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 55,178 +6,937 +14.4% 0.69% $10.3M 2026-02-14 (Est.) $182.80
2025 Q3 ADDED 48,241 +10,961 +29.4% 0.77% $9.0M 2025-11-10 $199.03
2025 Q2 ADDED 37,280 +8,546 +29.7% 0.63% $5.9M 2025-08-12 $183.13
2025 Q1 ADDED 28,734 +4,610 +19.1% 0.38% $3.1M 2025-05-07 $117.03
2024 Q4 ADDED 24,124 +297 +1.2% 0.33% $3.2M 2025-02-13 $135.25
2024 Q3 ADDED 23,827 +374 +1.6% 0.35% $2.9M 2024-11-12 $148.23
2024 Q2 ADDED 23,453 +21,885 +1395.7% 0.38% $2.9M 2024-08-06 $104.20
2024 Q1 ADDED 1,568 +127 +8.8% 0.19% $1.4M 2024-05-08 $90.36
2023 Q4 REDUCED 1,441 -67 -4.4% 0.10% $742K 2024-02-14 $73.85
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About WADDELL & ASSOCIATES, LLC and NVDA

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

How long has WADDELL & ASSOCIATES, LLC reported owning NVDA?

WADDELL & ASSOCIATES, LLC reported NVDA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NVDA position in WADDELL & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for NVDA was 0.77% in 2025 Q3.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2025 Q4, when WADDELL & ASSOCIATES, LLC reported 55,178 shares, equal to 0.69% of portfolio, with an estimated market value of $10.3M.

What does the chart on this NVDA ownership page compare?

The chart compares WADDELL & ASSOCIATES, LLC'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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