Barton Investment Management’s NVIDIA NVDA Stock Holding History

Barton Investment 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	$774K	Buy	3,866 +200	+5%	+$41.1K	0.1%	35
2026 Q1	$639K	Sell	3,666 -350	-9%	-$64.2K	0.08%	38
2025 Q4	$749K	Buy	4,016 +96	+2%	+$17.9K	0.08%	37
2025 Q3	$731K	Hold	3,920	–	–	0.07%	36
2025 Q2	$619K	Hold	3,920	–	–	0.06%	36
2025 Q1	$425K	Sell	3,920 -899	-19%	-$114K	0.05%	40
2024 Q4	$647K	Buy	4,819 +319	+7%	+$44K	0.07%	35
2024 Q3	$546K	Buy	4,500 +1,000	+29%	+$118K	0.07%	36
2024 Q2	$432K	Sell	3,500 -1,500	-30%	-$152K	0.06%	37
2024 Q1	$452K	Hold	5,000	–	–	0.05%	36
2023 Q4	$248K	Hold	5,000	–	–	0.03%	46
2023 Q3	$217K	Hold	5,000	–	–	0.04%	44
2023 Q2	$212K	Buy	+5,000	New	+$166K	0.03%	43

Other funds holding NVDA

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Barton Investment Management's NVDA Position: Q2 2026 in Review

Barton Investment Management increased its NVIDIA (NVDA) stake by 5.5% in Q2 2026, buying an estimated $41.1K and bringing the position to 3,866 shares worth $774K. The position accounts for 0.1% of the portfolio, ranked #35.

Barton Investment Management first reported a position in NVDA in Q2 2023 and has held it in 13 quarters since. 1,228 funds tracked by Wall St. Rank hold NVDA as of Q2 2026.

Barton Investment Management held 3,866 shares of NVIDIA worth $774K as of Q2 2026.
Barton Investment Management bought 200 NVIDIA shares in Q2 2026, an estimated $41.1K.
NVIDIA made up 0.1% of Barton Investment Management's portfolio in Q2 2026, its #35 holding.
Barton Investment Management first reported a position in NVIDIA in Q2 2023 and has held it in 13 quarters since.
1,228 funds tracked by Wall St. Rank held NVIDIA as of Q2 2026.

Based on Barton Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.