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 Q3	$4.62M	Buy	20,225 +174	+0.9%	+$37.3K	3.67%	12
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

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Baer Investment Advisory's NVDA Position: Q3 2026 in Review

Baer Investment Advisory increased its NVIDIA (NVDA) stake by 0.87% in Q3 2026, buying an estimated $37.3K and bringing the position to 20,225 shares worth $4.62M. The position accounts for 3.67% of the portfolio, ranked #12.

Baer Investment Advisory first reported a position in NVDA in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.59M in Q1 2025. 363 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

Baer Investment Advisory held 20,225 shares of NVIDIA worth $4.62M as of Q3 2026.
Baer Investment Advisory bought 174 NVIDIA shares in Q3 2026, an estimated $37.3K.
NVIDIA made up 3.67% of Baer Investment Advisory's portfolio in Q3 2026, its #12 holding.
Baer Investment Advisory first reported a position in NVIDIA in Q1 2025 and has held it in 7 quarters since.
Baer Investment Advisory's NVIDIA position peaked at $7.59M in Q1 2025.
363 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Baer Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.