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Barlow Wealth Partners’s NVIDIA NVDA Stock Holding History

Barlow Wealth Partners’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 		$46.1M Buy
225,776
+3,028
+1% +$623K 4.98% 2
2026
Q1 		$44.9M Buy
222,748
+354
+0.2% +$64.9K 4.99% 2
2025
Q4 		$41.1M Buy
222,394
+217
+0.1% +$40.4K 4.44% 3
2025
Q3 		$40.1M Buy
222,177
+512
+0.2% +$89.2K 4.46% 3
2025
Q2 		$34.9M Buy
221,665
+32,769
+17% +$4.12M 4.17% 5
2025
Q1 		$21M Buy
188,896
+63,166
+50% +$8.01M 2.75% 11
2024
Q4 		$17.1M Sell
125,730
-667
-0.5% -$91.9K 2.17% 18
2024
Q3 		$16.1M Buy
126,397
+56,147
+80% +$6.63M 2.11% 17
2024
Q2 		$8.03M Buy
70,250
+1,430
+2% +$145K 1.11% 38
2024
Q1 		$6.07M Sell
68,820
-6,400
-9% -$464K 0.83% 45
2023
Q4 		$3.73M Buy
+75,220
New +$3.49M 0.53% 45

Other funds holding NVDA

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Barlow Wealth Partners's NVDA Position: Q2 2026 in Review

Barlow Wealth Partners increased its NVIDIA (NVDA) stake by 1.4% in Q2 2026, buying an estimated $623K and bringing the position to 225,776 shares worth $46.1M. The position accounts for 4.98% of the portfolio, ranked #2.

Barlow Wealth Partners first reported a position in NVDA in Q4 2023 and has held it in 11 quarters since. 2,361 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Barlow Wealth Partners held 225,776 shares of NVIDIA worth $46.1M as of Q2 2026.
  • Barlow Wealth Partners bought 3,028 NVIDIA shares in Q2 2026, an estimated $623K.
  • NVIDIA made up 4.98% of Barlow Wealth Partners's portfolio in Q2 2026, its #2 holding.
  • Barlow Wealth Partners first reported a position in NVIDIA in Q4 2023 and has held it in 11 quarters since.
  • 2,361 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.