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Bard Financial Services’s NVIDIA NVDA Stock Holding History

Bard Financial Services’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
2025
Q3 		$15.2M Sell
81,520
-430
-0.5% -$75K 1.67% 9
2025
Q2 		$12.9M Hold
81,950
– – 1.55% 10
2025
Q1 		$8.88M Sell
81,950
-50
-0.1% -$6.34K 1.09% 23
2024
Q4 		$11M Buy
82,000
+1,175
+1% +$162K 1.32% 17
2024
Q3 		$9.82M Sell
80,825
-95,100
-54% -$11.2M 1.16% 23
2024
Q2 		$21.7M Sell
175,925
-675
-0.4% -$68.2K 2.25% 6
2024
Q1 		$16M Sell
176,600
-19,550
-10% -$1.42M 1.69% 8
2023
Q4 		$9.71M Buy
196,150
+2,750
+1% +$127K 1.09% 24
2023
Q3 		$8.41M Buy
193,400
+2,900
+2% +$130K 1.04% 25
2023
Q2 		$8.06M Sell
190,500
-750
-0.4% -$24.9K 0.61% 40
2023
Q1 		$5.31M Buy
191,250
+3,750
+2% +$81.2K 0.43% 63
2022
Q4 		$2.74M Sell
187,500
-2,800
-1% -$41.1K 0.23% 95
2022
Q3 		$2.31M Sell
190,300
-1,250
-0.7% -$19.8K 0.22% 100
2022
Q2 		$2.9M Buy
191,550
+5,000
+3% +$94.4K 0.27% 89
2022
Q1 		$5.09M Buy
186,550
+12,750
+7% +$320K 0.41% 61
2021
Q4 		$5.11M Buy
173,800
+1,000
+0.6% +$27.5K 0.41% 59
2021
Q3 		$3.58M Sell
172,800
-1,000
-0.6% -$20.8K 0.32% 83
2021
Q2 		$3.48M Buy
173,800
+5,200
+3% +$83.4K 0.31% 83
2021
Q1 		$2.25M Sell
168,600
-3,000
-2% -$40.3K 0.22% 99
2020
Q4 		$2.24M Buy
+171,600
New +$2.3M 0.22% 96

Other funds holding NVDA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bard Financial Services's NVDA Position: Q3 2025 in Review

Bard Financial Services reduced its NVIDIA (NVDA) stake by 0.52% in Q3 2025, selling an estimated $75K and leaving 81,520 shares worth $15.2M. The position accounts for 1.67% of the portfolio, ranked #9.

Bard Financial Services first reported a position in NVDA in Q4 2020 and has held it in 20 quarters since. The position peaked at $21.7M in Q2 2024. 5,375 funds tracked by Wall St. Rank hold NVDA as of Q3 2025.

  • Bard Financial Services held 81,520 shares of NVIDIA worth $15.2M as of Q3 2025.
  • Bard Financial Services sold 430 NVIDIA shares in Q3 2025, an estimated $75K.
  • NVIDIA made up 1.67% of Bard Financial Services's portfolio in Q3 2025, its #9 holding.
  • Bard Financial Services first reported a position in NVIDIA in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's NVIDIA position peaked at $21.7M in Q2 2024.
  • 5,375 funds tracked by Wall St. Rank held NVIDIA as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.