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Barry Investment Advisors’s NVIDIA NVDA Stock Holding History

Barry Investment Advisors’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 		$577K Buy
2,884
+10
+0.3% +$2.06K 0.12% 53
2026
Q1 		$501K Sell
2,874
-550
-16% -$101K 0.11% 59
2025
Q4 		$639K Sell
3,424
-268
-7% -$49.9K 0.14% 54
2025
Q3 		$689K Buy
3,692
+516
+16% +$89.9K 0.16% 59
2025
Q2 		$502K Buy
3,176
+18
+0.6% +$2.27K 0.12% 67
2025
Q1 		$342K Buy
3,158
+7
+0.2% +$887 0.09% 80
2024
Q4 		$423K Buy
3,151
+30
+1% +$4.13K 0.14% 76
2024
Q3 		$379K Sell
3,121
-5,875
-65% -$694K 0.12% 79
2024
Q2 		$1.11M Buy
8,996
+566
+7% +$57.2K 0.37% 44
2024
Q1 		$762K Sell
8,430
-150
-2% -$10.9K 0.25% 51
2023
Q4 		$425K Buy
8,580
+60
+0.7% +$2.78K 0.14% 69
2023
Q3 		$371K Sell
8,520
-220
-3% -$9.86K 0.13% 76
2023
Q2 		$370K Hold
8,740
– – 0.12% 85
2023
Q1 		$243K Buy
+8,740
New +$189K 0.08% 100
2022
Q2 		– Sell
-10,650
Closed -$291K – 130
2022
Q1 		$291K Hold
10,650
– – 0.08% 107
2021
Q4 		$313K Buy
10,650
+770
+8% +$21.2K 0.08% 97
2021
Q3 		$205K Buy
+9,880
New +$205K 0.06% 114
2015
Q4 		– Sell
-924,920
Closed -$570K – 73
2015
Q3 		$570K Sell
924,920
-9,360
-1% -$5.06K 0.18% 48
2015
Q2 		$470K Sell
934,280
-80,560
-8% -$43.7K 0.47% 25
2015
Q1 		$531K Sell
1,014,840
-48,560
-5% -$25.8K 0.16% 53
2014
Q4 		$533K Buy
+1,063,400
New +$518K 0.17% 51

Other funds holding NVDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barry Investment Advisors's NVDA Position: Q2 2026 in Review

Barry Investment Advisors increased its NVIDIA (NVDA) stake by 0.35% in Q2 2026, buying an estimated $2.06K and bringing the position to 2,884 shares worth $577K. The position accounts for 0.12% of the portfolio, ranked #53.

Barry Investment Advisors first reported a position in NVDA in Q4 2014 and has held it in 21 quarters since. The position peaked at $1.11M in Q2 2024. 5,932 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Barry Investment Advisors held 2,884 shares of NVIDIA worth $577K as of Q2 2026.
  • Barry Investment Advisors bought 10 NVIDIA shares in Q2 2026, an estimated $2.06K.
  • NVIDIA made up 0.12% of Barry Investment Advisors's portfolio in Q2 2026, its #53 holding.
  • Barry Investment Advisors first reported a position in NVIDIA in Q4 2014 and has held it in 21 quarters since.
  • Barry Investment Advisors's NVIDIA position peaked at $1.11M in Q2 2024.
  • 5,932 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.