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Bartlett & Co Wealth Management’s NVIDIA NVDA Stock Holding History

Bartlett & Co Wealth Management’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 		$242M Buy
1,208,102
+18,051
+2% +$3.71M 3.02% 6
2026
Q1 		$236M Buy
1,190,051
+61,702
+5% +$11.3M 3.02% 6
2025
Q4 		$210M Buy
1,128,349
+17,278
+2% +$3.22M 2.75% 7
2025
Q3 		$207M Buy
1,111,071
+7,681
+0.7% +$1.34M 2.74% 5
2025
Q2 		$174M Buy
1,103,390
+80,997
+8% +$10.2M 2.43% 10
2025
Q1 		$111M Buy
1,022,393
+190,371
+23% +$24.1M 1.63% 15
2024
Q4 		$112M Buy
832,022
+83,233
+11% +$11.5M 1.62% 14
2024
Q3 		$90.9M Buy
748,789
+97,975
+15% +$11.6M 1.31% 21
2024
Q2 		$80.4M Buy
650,814
+139,624
+27% +$14.1M 1.22% 25
2024
Q1 		$46.2M Buy
511,190
+353,570
+224% +$25.6M 0.71% 44
2023
Q4 		$7.81M Buy
157,620
+29,070
+23% +$1.35M 0.13% 110
2023
Q3 		$5.59M Buy
128,550
+75,530
+142% +$3.38M 0.1% 123
2023
Q2 		$2.24M Buy
53,020
+12,590
+31% +$418K 0.04% 191
2023
Q1 		$1.12M Buy
40,430
+280
+0.7% +$6.06K 0.02% 219
2022
Q4 		$587K Sell
40,150
-310
-0.8% -$4.55K 0.01% 272
2022
Q3 		$491K Buy
40,460
+60
+0.1% +$949 0.01% 284
2022
Q2 		$613K Buy
40,400
+1,730
+4% +$32.7K 0.01% 258
2022
Q1 		$1.06M Buy
38,670
+3,810
+11% +$95.6K 0.02% 226
2021
Q4 		$1.03M Buy
34,860
+30,420
+685% +$837K 0.02% 232
2021
Q3 		$92K Sell
4,440
-1,080
-20% -$22.4K ﹤0.01% 422
2021
Q2 		$110K Buy
5,520
+2,200
+66% +$35.3K ﹤0.01% 395
2021
Q1 		$44.3K Hold
3,320
– – ﹤0.01% 558
2020
Q4 		$43.3K Buy
3,320
+1,080
+48% +$14.5K ﹤0.01% 543
2020
Q3 		$30.3K Hold
2,240
– – ﹤0.01% 562
2020
Q2 		$21.3K Hold
2,240
– – ﹤0.01% 604
2020
Q1 		$14.8K Sell
2,240
-6,240
-74% -$39.4K ﹤0.01% 611
2019
Q4 		$49.9K Hold
8,480
– – ﹤0.01% 534
2019
Q3 		$36.9K Buy
+8,480
New +$35.7K ﹤0.01% 581
2018
Q2 		– Sell
-320
Closed -$1.85K – 753
2018
Q1 		$1.85K Buy
+320
New +$1.88K ﹤0.01% 693

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

Bartlett & Co Wealth Management's NVDA Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its NVIDIA (NVDA) stake by 1.5% in Q2 2026, buying an estimated $3.71M and bringing the position to 1,208,102 shares worth $242M. The position accounts for 3.02% of the portfolio, ranked #6.

Bartlett & Co Wealth Management first reported a position in NVDA in Q1 2018 and has held it in 29 quarters since. 5,961 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,208,102 shares of NVIDIA worth $242M as of Q2 2026.
  • Bartlett & Co Wealth Management bought 18,051 NVIDIA shares in Q2 2026, an estimated $3.71M.
  • NVIDIA made up 3.02% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Bartlett & Co Wealth Management first reported a position in NVIDIA in Q1 2018 and has held it in 29 quarters since.
  • 5,961 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.