Bannerman Wealth Management Group’s NVIDIA NVDA Stock Holding History

Bannerman Wealth Management Group’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	$2.99M	Buy	14,949 +577	+4%	+$119K	1.75%	12
2026 Q1	$2.51M	Buy	14,372 +1,340	+10%	+$246K	1.69%	12
2025 Q4	$2.43M	Sell	13,032 -112	-0.9%	-$20.8K	1.72%	12
2025 Q3	$2.45M	Buy	13,144 +310	+2%	+$54K	1.81%	12
2025 Q2	$2.03M	Buy	12,834 +1,752	+16%	+$220K	1.56%	13
2025 Q1	$1.2M	Buy	11,082 +1,062	+11%	+$135K	0.98%	15
2024 Q4	$1.35M	Buy	+10,020	New	+$1.38M	1.11%	15

Other funds holding NVDA

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

Bannerman Wealth Management Group's NVDA Position: Q2 2026 in Review

Bannerman Wealth Management Group increased its NVIDIA (NVDA) stake by 4% in Q2 2026, buying an estimated $119K and bringing the position to 14,949 shares worth $2.99M. The position accounts for 1.75% of the portfolio, ranked #12.

Bannerman Wealth Management Group first reported a position in NVDA in Q4 2024 and has held it in 7 quarters since. 2,987 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Bannerman Wealth Management Group held 14,949 shares of NVIDIA worth $2.99M as of Q2 2026.
Bannerman Wealth Management Group bought 577 NVIDIA shares in Q2 2026, an estimated $119K.
NVIDIA made up 1.75% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #12 holding.
Bannerman Wealth Management Group first reported a position in NVIDIA in Q4 2024 and has held it in 7 quarters since.
2,987 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.