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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
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

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

Baker Tilly Wealth Management's NVDA Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its NVIDIA (NVDA) stake by 7.4% in Q2 2026, buying an estimated $1.02M and bringing the position to 71,898 shares worth $14.4M. The position accounts for 3.06% of the portfolio, ranked #3.

Baker Tilly Wealth Management first reported a position in NVDA in Q4 2020 and has held it in 23 quarters since. 5,943 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Baker Tilly Wealth Management held 71,898 shares of NVIDIA worth $14.4M as of Q2 2026.
  • Baker Tilly Wealth Management bought 4,958 NVIDIA shares in Q2 2026, an estimated $1.02M.
  • NVIDIA made up 3.06% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Baker Tilly Wealth Management first reported a position in NVIDIA in Q4 2020 and has held it in 23 quarters since.
  • 5,943 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.