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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return