Barlow Wealth Partners
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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
Q3 		$54.4M Buy
227,473
+1,697
+0.8% +$364K 5.61% 3
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Barlow Wealth Partners's NVDA Position: Q3 2026 in Review

Barlow Wealth Partners increased its NVIDIA (NVDA) stake by 0.75% in Q3 2026, buying an estimated $364K and bringing the position to 227,473 shares worth $54.4M. The position accounts for 5.61% of the portfolio, ranked #3.

Barlow Wealth Partners first reported a position in NVDA in Q4 2023 and has held it in 12 quarters since. 2,736 funds tracked by Wall St. Rank hold NVDA as of Q3 2026.

  • Barlow Wealth Partners held 227,473 shares of NVIDIA worth $54.4M as of Q3 2026.
  • Barlow Wealth Partners bought 1,697 NVIDIA shares in Q3 2026, an estimated $364K.
  • NVIDIA made up 5.61% of Barlow Wealth Partners's portfolio in Q3 2026, its #3 holding.
  • Barlow Wealth Partners first reported a position in NVIDIA in Q4 2023 and has held it in 12 quarters since.
  • 2,736 funds tracked by Wall St. Rank held NVIDIA as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.