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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
Q1 		$6.93M Sell
1,246
-108
-8% -$19.8K 6.92% 2
2025
Q4 		$9.76M Sell
1,354
-91
-6% -$16.9K 9.29% 1
2025
Q3 		$10.5M Buy
+1,445
New +$252K 8.96% 1
2025
Q2 		– Hold
0
– – – 1

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baer Investment Advisory's NVDA Position: Q1 2026 in Review

Baer Investment Advisory increased its NVIDIA (NVDA) stake by 11% in Q1 2026, buying an estimated $359K and bringing the position to 19,509 shares worth $3.4M. The position accounts for 3.4% of the portfolio, ranked #13.

Baer Investment Advisory first reported a position in NVDA in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.59M in Q1 2025. 5,843 funds tracked by Wall St. Rank hold NVDA as of Q1 2026.

  • Baer Investment Advisory held 19,509 shares of NVIDIA worth $3.4M as of Q1 2026.
  • Baer Investment Advisory bought 1,959 NVIDIA shares in Q1 2026, an estimated $359K.
  • NVIDIA made up 3.4% of Baer Investment Advisory's portfolio in Q1 2026, its #13 holding.
  • Baer Investment Advisory first reported a position in NVIDIA in Q1 2025 and has held it in 5 quarters since.
  • Baer Investment Advisory's NVIDIA position peaked at $7.59M in Q1 2025.
  • 5,843 funds tracked by Wall St. Rank held NVIDIA as of Q1 2026.

Based on Baer Investment Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.