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Baker Tilly Wealth Management’s NVIDIA NVDA Stock Holding History

Baker Tilly Wealth Management’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 		$16.5M Buy
72,424
+526
+0.7% +$113K 3.24% 4
2026
Q2 		$14.4M Buy
71,898
+4,958
+7% +$1.02M 3.06% 3
2026
Q1 		$11.7M Sell
66,940
-332
-0.5% -$60.9K 2.84% 4
2025
Q4 		$12.5M Buy
67,272
+1,826
+3% +$340K 3.09% 3
2025
Q3 		$12.2M Buy
65,446
+3,037
+5% +$529K 2.76% 7
2025
Q2 		$9.86M Sell
62,409
-331
-0.5% -$41.7K 3.52% 3
2025
Q1 		$6.8M Buy
62,740
+3,765
+6% +$477K 2.67% 5
2024
Q4 		$7.92M Buy
58,975
+469
+0.8% +$64.6K 3.11% 3
2024
Q3 		$7.1M Buy
58,506
+5,681
+11% +$671K 3.14% 4
2024
Q2 		$6.53M Sell
52,825
-16,935
-24% -$1.71M 2.67% 5
2024
Q1 		$6.3M Sell
69,760
-18,260
-21% -$1.32M 1.14% 13
2023
Q4 		$4.36M Sell
88,020
-22,020
-20% -$1.02M 0.72% 21
2023
Q3 		$4.79M Sell
110,040
-213,150
-66% -$9.55M 0.79% 21
2023
Q2 		$13.7M Sell
323,190
-48,340
-13% -$1.6M 1.44% 10
2023
Q1 		$10.3M Buy
371,530
+23,680
+7% +$512K 1.16% 11
2022
Q4 		$5.08M Buy
347,850
+68,090
+24% +$999K 0.63% 33
2022
Q3 		$3.4M Sell
279,760
-19,710
-7% -$312K 0.46% 48
2022
Q2 		$4.54M Buy
299,470
+11,620
+4% +$219K 0.6% 36
2022
Q1 		$7.85M Buy
287,850
+45,750
+19% +$1.15M 0.87% 16
2021
Q4 		$7.12M Buy
242,100
+11,180
+5% +$308K 0.76% 17
2021
Q3 		$4.78M Buy
230,920
+37,160
+19% +$772K 0.63% 27
2021
Q2 		$3.88M Buy
193,760
+12,920
+7% +$207K 0.63% 30
2021
Q1 		$2.41M Buy
180,840
+151,200
+510% +$2.03M 0.49% 42
2020
Q4 		$387K Buy
+29,640
New +$397K 0.12% 190

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

Baker Tilly Wealth Management's NVDA Position: Q3 2026 in Review

Baker Tilly Wealth Management increased its NVIDIA (NVDA) stake by 0.73% in Q3 2026, buying an estimated $113K and bringing the position to 72,424 shares worth $16.5M. The position accounts for 3.24% of the portfolio, ranked #4.

Baker Tilly Wealth Management first reported a position in NVDA in Q4 2020 and has held it in 24 quarters since. 360 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Baker Tilly Wealth Management held 72,424 shares of NVIDIA worth $16.5M as of Q3 2026.
  • Baker Tilly Wealth Management bought 526 NVIDIA shares in Q3 2026, an estimated $113K.
  • NVIDIA made up 3.24% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #4 holding.
  • Baker Tilly Wealth Management first reported a position in NVIDIA in Q4 2020 and has held it in 24 quarters since.
  • 360 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.