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Baer Investment Advisory’s NVIDIA NVDA Stock Holding History

Baer Investment Advisory’s Portfolio NVDA Stock Details NVDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.96M Buy
20,051
+542
+3% +$111K 3.32% 13
2026
Q1 		$3.4M Buy
19,509
+1,959
+11% +$359K 3.4% 13
2025
Q4 		$3.27M Sell
17,550
-115
-0.7% -$21.4K 3.12% 14
2025
Q3 		$3.3M Buy
17,665
+337
+2% +$58.7K 2.83% 16
2025
Q2 		$2.38M Sell
17,328
-1,717
-9% -$216K 2.71% 17
2025
Q1 		$7.59M Buy
+19,045
New +$2.41M 9.82% 1

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baer Investment Advisory's NVDA Position: Q2 2026 in Review

Baer Investment Advisory increased its NVIDIA (NVDA) stake by 2.8% in Q2 2026, buying an estimated $111K and bringing the position to 20,051 shares worth $3.96M. The position accounts for 3.32% of the portfolio, ranked #13.

Baer Investment Advisory first reported a position in NVDA in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.59M in Q1 2025. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Baer Investment Advisory held 20,051 shares of NVIDIA worth $3.96M as of Q2 2026.
  • Baer Investment Advisory bought 542 NVIDIA shares in Q2 2026, an estimated $111K.
  • NVIDIA made up 3.32% of Baer Investment Advisory's portfolio in Q2 2026, its #13 holding.
  • Baer Investment Advisory first reported a position in NVIDIA in Q1 2025 and has held it in 6 quarters since.
  • Baer Investment Advisory's NVIDIA position peaked at $7.59M in Q1 2025.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Baer Investment Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.